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Financial Consultants in Duxbury, MA

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5 results found

Edmund Welch Duxbury, MA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentClient Service OfficerMaster of Business AdministrationBachelor of ArtsAnalystsCustomer Service

Experience & Education

Work

Company:
Tfc financial management - Boston, MA
Senior client service and compliance administrator
Company:
Metlife inc - Waltham, MA
Financial advisor training program

Skills

Massachusetts Individual Producer Insurance License obtained March 12, 2010

Joanne Protasewich Duxbury, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AdministratorOperations ManagerAgentSales RepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Office Administrator at JLC-Tech, Enrolled Agent, Master Tax Advisor at H & R Block
Title:
Tax Professional at H&R Block
Location:
Duxbury, Massachusetts
Industry:
Financial Services
Work history:
JLC-Tech - Pembroke, MAOffice Administratorsince Jul 2013H & R Block - Kingston, MAEnrolled Agent, Master Tax Advisorsince Jan 1996
Languages:
Spanish
Certifications:
Enrolled Agent, IRS
As a strategic financial advisor to my clients

Edward Walsh Duxbury, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerCounselorAdvisorFinancial ManagerLoan Accountant

Experience & Education

Work

Company:
Lpl financial
Wealth consultant
Company:
Morgan stanley - Norwell, MA
Wealth management financial advisor

Kevin Morrissey Duxbury, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief Executive

Experience & Education

Work

Company:
Wellesley investment advisors
Vice president
Company:
Edward jones investments - Scituate, MA
Financial advisor

Charles Gilbert Duxbury, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentSales ManagerSales DirectorChief ExecutiveBachelor of Arts

Experience & Education

Work

Company:
Natixis global asset management
Vice president - national sales management
Company:
Td ameritrade - Boston, MA
Branch sales manager


Financial Consultants near Duxbury, MA09161,8322,7483,6644,580BostonQuincyBraintreeHinghamPlymouthNew BedfordBrocktonMarshfieldWeymouthEast Bridgewater



Financial Consultants around Duxbury, MA

Abington  (2)
Boston  (4,577)
Braintree  (33)
Brockton  (13)
Carver  (1)
Cohasset  (5)
Halifax  (2)
Hanover  (5)
Hanson  (3)
Hingham  (32)
Marion  (6)
Marshfield  (12)
Mattapoisett  (3)
Middleboro  (4)
New Bedford  (15)
Pembroke  (6)
Plymouth  (29)
Quincy  (52)
Randolph  (7)
Raynham  (4)
Rochester  (1)
Rockland  (6)
Sandwich  (2)
Scituate  (5)
Stoughton  (5)
Wareham  (2)
Weymouth  (10)
Whitman  (2)

Financial Consultants in Massachusetts

Sub-specializations

Banker  (19)
Financial Consultant  (5)