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Distance Only Norwell, 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
Brian Mahler (CRD# 4462088) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 22 years of experience in the finance industry.
Joseph McNamara (CRD# 2269334) is an Investment Advisor Representative working at Morgan Stanley in Norwell, MA and has over 31 years of experience in the finance industry.
Colleen McNulty (CRD# 5598045) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 13 years of experience in the finance industry.
Taryn Mentink (CRD# 5693160) is an Investment Advisor Representative working at Citizens Securities, Inc. in Norwell, MA and has over 14 years of experience in the finance industry.
Mary Montanari (CRD# 4876073) is an Investment Advisor Representative working at Montanari Financial Advisors Inc. in Norwell, MA and has 1 year of experience in the finance industry. Mary Montanari 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.
Patrick Murray (CRD# 5616562) is an Investment Advisor Representative working at Lpl Financial LLC in Norwell, MA and has over 15 years of experience in the finance industry.
Philip Noonan (CRD# 2052924) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 28 years of experience in the finance industry.
William Noonan (CRD# 2305282) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 31 years of experience in the finance industry.
Douglas Orifice (CRD# 3190180) is an Investment Advisor Representative working at Lpl Financial LLC in Norwell, MA and has over 25 years of experience in the finance industry.
Marc Perrault (CRD# 5155899) is an Investment Advisor Representative working at Morgan Stanley in Norwell, MA and has over 17 years of experience in the finance industry.