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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
Jason Schlesinger (CRD# 2967765) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chatham, MA and has over 26 years of experience in the finance industry.
Alfred Schofield (CRD# 2309063) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 31 years of experience in the finance industry.
William Scotti (CRD# 5055871) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 17 years of experience in the finance industry. William Scotti 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.
Daniel Seidman (CRD# 1390629) is an Investment Advisor Representative working at Seidman Investment Portfolios in Vineyard Haven, MA and has over 38 years of experience in the finance industry.
James Shannon (CRD# 6111270) is an Investment Advisor Representative working at Shannon Investment Management in Falmouth, MA and has over 11 years of experience in the finance industry.
Brendan Sheehan (CRD# 4446896) is an Investment Advisor Representative working at Lpl Financial LLC in Hyannis, MA and has over 22 years of experience in the finance industry. Brendan Sheehan 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.
Sarah Sherman (CRD# 5537148) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vineyard Haven, MA and has over 8 years of experience in the finance industry.
James Simpkins (CRD# 1899756) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 35 years of experience in the finance industry.
Humam Sirhal (CRD# 2130828) is an Investment Advisor Representative working at Washington Financial Group, Inc. in Osterville, MA and has over 31 years of experience in the finance industry.
Douglas Sivco (CRD# 2455824) is an Investment Advisor Representative working at Mcintyre, Freedman & Flynn Investment Advisers, Inc. in Orleans, MA and has over 30 years of experience in the finance industry.