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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
Kathryn Rowe (CRD# 6915324) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry. Kathryn Rowe 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.
Jerald Rubin (CRD# 1673485) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth, MA and has over 37 years of experience in the finance industry. Jerald Rubin 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.
Maura Ryan (CRD# 1291998) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 27 years of experience in the finance industry.
Thomas Ryder (CRD# 408411) is an Investment Advisor Representative working at Tga Capital Management in Hyannis, MA and has over 38 years of experience in the finance industry.
Russell Sadler (CRD# 4016597) is an Investment Advisor Representative working at Independent Financial Group, LLC in Plymouth, MA and has over 23 years of experience in the finance industry.
Dylan Sage (CRD# 5894284) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 12 years of experience in the finance industry.
Robert Santos (CRD# 5006833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 18 years of experience in the finance industry.
Jayne Scanlon (CRD# 2566984) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Osterville, MA and has over 24 years of experience in the finance industry. Jayne Scanlon 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.
Susan Schieding (CRD# 2402750) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MA and has over 29 years of experience in the finance industry.
Mark Schiffenhaus (CRD# 4035278) is an Investment Advisor Representative working at Long Point Wealth Management, LLC in Wellfleet, MA and has over 18 years of experience in the finance industry. Mark Schiffenhaus 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.