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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Marc Berman (CRD# 3088816) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 25 years of experience in the finance industry. Marc Berman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dana Bernard (CRD# 2322017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Topsfield, MA and has over 30 years of experience in the finance industry.
Daniel Bernardo (CRD# 5953315) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 12 years of experience in the finance industry. Daniel Bernardo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Bernier (CRD# 6251202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashua, NH and has over 9 years of experience in the finance industry.
Philippe Berthoud (CRD# 5270860) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Danvers, MA and has over 16 years of experience in the finance industry.
Barry Betters (CRD# 5941511) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry. Barry Betters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ethan Betts (CRD# 4850087) is an Investment Advisor Representative working at Mml Investors Services, LLC in Exeter, NH and has over 19 years of experience in the finance industry.
Jennifer Bevins (CRD# 5398578) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 15 years of experience in the finance industry.
Richard Biagiotti (CRD# 1721566) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnfield, MA and has over 36 years of experience in the finance industry. Richard Biagiotti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Bianchi (CRD# 2251563) is an Investment Advisor Representative working at Lpl Financial LLC in Boston, MA and has over 31 years of experience in the finance industry.