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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
Brendan O'keefe (CRD# 4069517) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Orleans, MA and has over 23 years of experience in the finance industry.
Matthew Oconnor (CRD# 5276272) is an Investment Advisor Representative working at Lpl Financial LLC in Mattapoisett, MA and has over 17 years of experience in the finance industry.
Emre Oztunc (CRD# 5493291) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth, MA and has over 16 years of experience in the finance industry.
Frederick Palmer (CRD# 1767052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 36 years of experience in the finance industry.
Bart Partington (CRD# 4419066) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 22 years of experience in the finance industry. Bart Partington 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.
Dale Peatman (CRD# 359026) is an Investment Advisor Representative working at Mml Investors Services, LLC in South Yarmouth, MA and has over 32 years of experience in the finance industry.
Matthew Peck (CRD# 6128514) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry. Matthew Peck 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.
William Perry (CRD# 2037680) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Osterville, MA and has over 34 years of experience in the finance industry.
Ekaterina Petrova (CRD# 6771181) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 6 years of experience in the finance industry.
Patrick Phelan (CRD# 6353573) is an Investment Advisor Representative working at Eagle Strategies LLC in Eastham, MA and has over 8 years of experience in the finance industry.