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Distance Only Westborough, MA
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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
Matthew Davis (CRD# 4667592) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 20 years of experience in the finance industry.
Steven Deboth (CRD# 4459388) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 22 years of experience in the finance industry. Steven Deboth 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.
Christopher Deeley (CRD# 5536223) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has 1 year of experience in the finance industry.
Benjamin Dodge (CRD# 6078204) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 11 years of experience in the finance industry.
David Doray (CRD# 6475524) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 8 years of experience in the finance industry.
Michael Downey (CRD# 5251765) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 16 years of experience in the finance industry.
Jared Evangelous (CRD# 5539508) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 15 years of experience in the finance industry.
Brooke Fleming (CRD# 5739899) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 7 years of experience in the finance industry.
Elissa Foley (CRD# 6809839) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 5 years of experience in the finance industry.
Michael Fontaine (CRD# 4994742) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 18 years of experience in the finance industry.