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Financial Consultants in Massachusetts

Financial Consultants in Chatham, MA

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Here is a complete list of nearly all local Financial Consultants in Chatham, MA.

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7 results found

Brian Drake Chatham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Dean • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
President at Drake, Saunders & Diwinsky
Location:
Chatham, Massachusetts
Industry:
Financial Services
Work history:
Drake, Saunders & Diwinsky Presidentsince Apr 2002Various National Investment Companies Financial AdvisorJan 1991 - Apr 2002
Full Profile

Christina Kemprecos Barnstable, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Adviser • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Chief Executive • Trust Law Attorney • Lawyers

Experience & Education

Position:
Financial Advisor at Coast to Coast Financial Planning, LLC
Title:
Certified Trust and Financial Advisor (CTFA)
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Coast to Coast Financial Planning, LLC - Chatham, MAFinancial Advisorsince Jan 2013ABWA Charter Chapter Member1992 - 2013
Skills:
Retirement Planning, Financial Planning, Investments, Estate Planning, Investment Advisory, Wealth...
Full Profile

Steven Jd Chatham, MA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Vice President • Operations Manager • Chief Executive • Advisor

Experience & Education

Work

Company:
Futurity first insurance group - Stuart, FL
Financial planner/advisor
Company:
Chase investment services - Harrison, NY
Vice president & financial advisor
Full Profile

Jonathan Farnham Chatham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Chatham, Massachusetts
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jul 1995
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Richard Pleffner Chatham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive

Experience & Education

Work

Company:
Edmonds canning
Senior partner / structured finance
Company:
Merrill lynch - Hyannis, MA
Financial advisor (rainmaker)
Full Profile

Cassandra Christopher Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Vice President • Chief Executive • Representative • Doctor of Medicine

Experience & Education

Position:
Regional Vice President at Eagle Asset Management, Inc.
Title:
--
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Eagle Asset Management, Inc. Regional Vice Presidentsince Mar 2000Garrison Asset Management - Chatham, MAFinancial AdvisorApr 1995 - Mar 2000
Full Profile

Rebecca Morris Portland, OR

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Customer Service

Experience & Education

Title:
Account Executive at Fidelity Investments
Location:
Portland, Oregon
Industry:
Financial Services
Work history:
Fidelity Investments - Portland, Oregon AreaAccount ExecutiveDec 2012 - Feb 2013Fidelity Investments - Portland, ORInvestment RepresentativeSep 2011 - Dec 2012
Financial Advisor at Stifel Nicolaus
Full Profile

Financial Consultants near Chatham, MA020406080100BarnstablePlymouthHyannisMarshfieldFalmouthPembrokeMarionDuxburyMiddleboroOsterville


Financial Consultants around Chatham, MA

Barnstable  (100)
Brewster  (1)
Carver  (1)
Centerville  (1)
Dennis  (1)
Dennis Port  (1)
Duxbury  (5)
Fairhaven  (2)
Falmouth  (9)
Hyannis  (23)
Marion  (6)
Marshfield  (12)
Mattapoisett  (3)
Middleboro  (4)
Nantucket  (2)
Orleans  (2)
Osterville  (3)
Pembroke  (6)
Plymouth  (29)
Rochester  (1)
Sandwich  (2)
Wareham  (2)

Financial Consultants in Massachusetts

Sub-specializations

Financial Adviser  (1)
Financial Consultant  (7)