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Financial Consultants in Massachusetts

Financial Consultants in Hingham, MA

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32 results found

Gregg Helbock Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Corporate Executive • Master of Science • Regional Sales Consultant • Sales Representative • Managers

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Norwell, MAFinancial Advisorsince Nov 2012State Street Global Markets - Greater Boston Area, United StatesVice PresidentApr 2008 - Dec 2011
Full Profile

Mark Everett Hingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Vice President • Operations Manager • Chief Executive • Customer Service • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director at Alignment Financial Group
Title:
Private Wealth Management at Alignment Financial Group
Location:
Hingham, Massachusetts
Industry:
Investment Management
Work history:
Alignment Financial Group - Hingham, MADirectorsince May 2012Fidelity Investments - Braintree, MAVice President, Private Client GroupMar 2008 - Apr 2012
..be made to persons in states where the financial advisor is not registered
Full Profile

Phillip Garrett Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Petty Officer Second Class • Master of Science

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisorsince May 2013Ameriprise Financial Services, Inc. Financial AdvisorOct 2011 - May 2013
Full Profile

Dan Pimental Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Registered Principal at Raymond James Financial Services, Inc. Member FINRA/SIPC. at Alignment...
Title:
Alignment Financial Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Alignment Financial Group - Hingham, MARegistered Principal at Raymond James Financial Services, Inc. Member FINRA/SIPC.since Oct 2008
Skills:
Securities, Financial Advisory
..be made to persons in states where the financial advisor is not registered
Full Profile

Bryan Sullivan Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Intern • Marketing Administrator • Marketing Professional • Advertising Sales Agent • Automotive Specialist • Automotive Professional • Consumer Goods Professional • Commodities Clerk • Student Worker • Marketing Manager

Experience & Education

Position:
Internal Wholesaler at Eaton Vance
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Eaton Vance - Boston, MAInternal Wholesalersince Jan 2013Merrill Lynch - Hingham, MAFinancial AdvisorOct 2011 - Dec 2012
Full Profile

Peter Gates Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
First Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Norwell, MAFinancial Advisorsince Jul 2011Wells Fargo Advisors, LLC Senior Registered Client AssociateJan 2009 - Jul 2011
Full Profile

John Shreenan Hingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Advisor • Chief Executive Officer • Corporate Executive • Chief Executive • Management Analyst • Analysts • Operations Manager • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Bank of america/merrill lynch
Senior financial advisor, wealth management advisor
Company:
Mrm horizon - Boston, MA
Managing director
Full Profile

Jackie Wilson Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Deputy Director • Deputy Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Edward Jones - Hingham, MAFinancial Advisorsince Jun 2013Babson Capital Management Associate DirectorFeb 2011 - Apr 2013
Full Profile

Dj Shah Hingham, MA

Professions & Specialties

Mortgage Loan Officer • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Project Managers • Project Manager • Philanthrope • Non-Profit • Partner • Chief Executive • Business Consultant • Advisor • Tour Guide • Agent • Sales Representative • Master of Business Administration • Database Administration Professional • Database Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
New england first option mortgage corp.
Mortgage loan officer
Company:
Metlife
Financial consultant/ financial advisor.

Skills

Experienced in many software like Quick Books Pro, POS Origination, Cylix point, Diamond MORVision; ...
Full Profile

Ryan Noterman Hingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Management Analyst • Analysts • Regional Vice President • Vice President • Chief Executive

Experience & Education

Work

Company:
Noterman agency, hingham
Financial advisor & risk management consultant
Company:
Naf funding - Norwell, MA
Regional vice president northeast
Full Profile

Dj Shah Hingham, MA

Professions & Specialties

Financial Consultant • Mortgage Broker • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Owner • Chief Executive • Marketing Manager • Operations Manager

Experience & Education

Work

Company:
Metlife financial
Elite financial advisor
Company:
Accurate mortgage services, inc - Weymouth, MA
Mortgage broker/ owner
Full Profile

Caroline Nolan Hingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Manager • Operations Manager

Experience & Education

Work

Company:
The concept group
Sr. healthcare financial consultant
Company:
Signature healthcare - Brockton, MA
Manager, financial planning and analysis

Skills

Expert; Hyperion, excel, access, cloud based data systems (SaaS)
Full Profile

Michael Dow Hingham, MA

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Account Service Manager • Client Service Officer • Independent Contractor • Contractor • Customer Service • Independent Business Owners

Experience & Education

Work

Company:
The ready group, llc
Sales account executive - independent contractor
Company:
Prudential securities inc
Stockbroker and series 7 licensed financial advisor
Full Profile

Lisa Virello Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Position:
Vice President, Financial Advisor at Morgan Stanley
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Morgan Stanley - Norwell, MAVice President, Financial Advisorsince Jul 2011
Full Profile

Michael Curran Hingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Consultant • Counselor • Advisor • Management Analyst • Analysts

Experience & Education

Work

Company:
Independent consultant
Company:
Senior financial consultant
Full Profile

Brian Donahue Hingham, MA

Professions & Specialties

Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President / Founder at DMI Marketing
Title:
DMI Marketing, Inc. "Experience Results"
Location:
Hingham, Massachusetts
Industry:
Financial Services
Work history:
DMI Marketing - Hingham MassPresident / Foundersince 1989
Financial Advisor Resource Group
Full Profile

Andrew Milian Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Insurance agent • Agent • Sales Representative • Chairperson • Chief Executive • Representative • Team Member • Advertising Professional • Advertising Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Personal Insurance Agent at Liberty Mutual Insurance
Title:
Your Personal Insurance Agent
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Liberty Mutual Insurance Personal Insurance Agentsince Jan 2010BNI - South Shore Success - Hingham, MAFounding PresidentApr 2010 - Mar 2012
Skills:
Insurance, Fundraising, Social Media, Strategic Planning, Marketing Strategy, Event Planning,...
Financial Advisor at Merrill Lynch
Full Profile

Chip Becker Hingham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Human Resources Specialist • Recruitment • Operations Manager • Pilot • Air Transportation Worker • Bachelors Degree • Consumer Goods Professional • Commodities Clerk • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Account Manager at PrimePay, President at Becker Financial Services, Inc.
Title:
President at Becker Financial Services, Inc.
Location:
Hingham, Massachusetts
Industry:
Investment Management
Work history:
PrimePay - Woburn, MAAccount Managersince Apr 2012Becker Financial Services, Inc. - HinghamPresidentsince Aug 2010
Financial Consultant at Shearson Lehman
Full Profile

David Yeshulas Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Project Managers • Software Tester • Information Technology Specialist • Computer Specialist • IT Specialist • Project Manager • Chief Information Officer • Technology Director • Technology Manager • Technical Managers • Senior Advisor • Management Consultant • Security • Advisor • Management Analyst • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Manager, MIS Quality Assurance at Clean Harbors Environmental Services
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Clean Harbors Environmental Services - Norwell, MAManager, MIS Quality Assurancesince Jun 2011Philips Healthcare Senior IT Project Manager - ContractJun 2009 - Jun 2011
Skills:
Management Consulting, Contract Management, Healthcare, Quality Assurance, Requirements Analysis,...
Financial Advisor at American Express Financial Ad..
Full Profile

Dan Murphy Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Manager • Analyst • Philanthrope • Analysts • Non-Profit • Army Sergeant • Fund Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Database Administration Professional • Database Administrator

Experience & Education

Position:
Sales Operations Manager at Sentient Jet
Title:
Sales Operations Manager
Location:
Greater Boston Area
Industry:
Airlines/Aviation
Work history:
Sentient Jet - Braintree, MASales Operations Managersince Sep 2012Sentient Jet - Weymouth, MAProspect Database ManagerOct 2011 - Sep 2012
Skills:
Salesforce.com
Full Profile

Joshua Ross Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Owner • Chief Executive • Photographer • Human Resources Specialist • Recruitment • Customer Service • Operations Manager • Entertainment Professional • Entertainer • Analyst • Analysts • Skilled Professional • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Relationship Manager/Client Specialist at Lipper, A Thomson Reuters Company, Owner/Photographer at...
Title:
Relationship Manager at Lipper, A Thomson Reuters Company
Location:
Greater Boston Area
Industry:
Human Resources
Work history:
Lipper, A Thomson Reuters Company - Greater Boston AreaRelationship Manager/Client Specialistsince Nov 2011Joshua Ross Photography - Hingham, MaOwner/Photographersince Jul 2013
Financial Advisor at Ameriprise Financial Services
Full Profile

Maryellen Dever Boston, MA

Professions & Specialties

Writer • Reporter • Freelance Reporter • Correspondent • Independent Contractor • Advisor • Representative • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Freelance Reporter at Self Employed Freelance Writer and Reporter
Title:
Freelance Writer and Reporter
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Self Employed Freelance Writer and Reporter - Hingham MAFreelance Reportersince Oct 2012LPL Financial, Member FINRA/SIPC Investment Advisor RepresentativeAug 2005 - Oct 2012
Skills:
Wealth Management, Estate Planning, Series 63, Mutual Funds, Series 65, Retirement Planning, Series ...
Financial Advisor at Morgan Stanley
Full Profile

Jennifer Carbone Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Project Managers • Wellness and Fitness • Bachelor of Science • Business Administrator • Operations Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Provider Service at Blue Cross Blue Shield of Massachusetts, Director of Service...
Title:
Director of Provider Service at Blue Cross Blue Shield of Massachusetts
Location:
Greater Boston Area
Industry:
Hospital & Health Care
Work history:
Blue Cross Blue Shield of Massachusetts - Hingham, MADirector of Provider Servicesince Apr 2013Blue Cross Blue Shield of Massachusetts Director of Service Strategysince Feb 2012
Full Profile

Nancy Levine Boston, MA

Professions & Specialties

Loan Officer • Loan Officers • Medical Support Assistant • Health Support Worker • Healthcare Support • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr Loan Officer at MSA Mortgage LLC
Location:
Greater Boston Area
Industry:
Real Estate
Work history:
MSA Mortgage LLC - Hingham, MA 02043Sr Loan Officersince Mar 2012American Bank - Hingham, MA 02043Sr Loan OfficerDec 2011 - Mar 2012
Financial Advisor at Wells Fargo Advisors
Full Profile

Tim Mcgowan Hingham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Client Manager • Client Service Officer • Customer Service • Account Service Manager • Bachelor of Science

Experience & Education

Work

Company:
State street corporation
Vice president, client management
Company:
Sr. client manager, client management
Full Profile

Scott Birmingham Hingham, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Owner • Financial Manager • Chief Executive • Advisor

Experience & Education

Work

Company:
Birmingham advisory group, llc
President/owner
Company:
Tiaa-cref wealth management - Boston, MA
Wealth management advisor

Skills

COMPUTER SKILLS: Proficient in Microsoft Office, Financial Profiles, Morningstar Advisor...
Full Profile

Howard Levy Hingham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Vice President of Marketing • Chief Executive • Operations Manager • Counselor • Advisor • Master of Business Administration

Experience & Education

Work

Company:
Appneta
Vice president of marketing
Company:
Focus research inc - San Francisco, CA
Vice president - product marketing
Full Profile

David Wilson Hingham, MA

Professions & Specialties

Equity Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Vice President • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Wts proprietary trading group
Equity trader
Company:
Individual investor - Hingham, MA
Full Profile

Timothy Mcgowan Hingham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • Account Service Manager • Client Service Officer • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Relationship management, state street - Boston, MA
Vice president
Company:
Client management, investors bank & trust co - Boston, MA
Director
Full Profile

Molly Lawton New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Planner • Model • Partner • Chief Executive • Supplier • Account Service Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Advertising Professional • Advertising Sales Agent • Customer Service • Advisor • Bartender • Analysts • Operations Manager • Food Preparer • Food Preparation Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Engagement Planner at Prudential Financial
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
Prudential Financial - Newark, New JerseyEngagement Plannersince Dec 2011Night Agency - New York, New YorkAccount SupervisorDec 2010 - Dec 2011
Financial Advisor at Morgan Stanley
Full Profile

Henry Irving Cambridge, MA

Professions & Specialties

Financial Services Sales Agent • Advisor • Representative • Supporting Member • Team Member • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Operations Manager

Experience & Education

Position:
Owner at Henry R Irving - Investments
Title:
Investment Advisor Representative
Location:
Cambridge, Massachusetts
Industry:
Financial Services
Work history:
Henry R Irving - Investments - Cambridge, MAOwnersince 2010RBC Wealth Management - Norwell, MASenior Investment Associate2005 - 2010
Financial Advisor at Advest
Full Profile

Don Mann Springfield, MO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Research Specialist • Research Scientist

Experience & Education

Position:
Retired/Tinkerer/Dabbler at Home
Title:
Retired Financial Services Professional
Location:
Springfield, Missouri Area
Industry:
Financial Services
Work history:
Home Retired/Tinkerer/Dabblersince Mar 2007A. G. Edwards & Sons, Inc. - Norwell, MAAssociate Vice President - Investments1994 - 2007
Financial Consultant at Shearson Lehman Bros
Full Profile

Financial Consultants near Hingham, MA09161,8322,7483,6644,580BostonQuincyBraintreeNeedhamBrooklineBrocktonMarshfieldMiltonWeymouthEast Bridgewater


Financial Consultants around Hingham, MA

Abington  (2)
Boston  (4,577)
Braintree  (33)
Brockton  (13)
Brookline  (15)
Chelsea  (4)
Cohasset  (5)
Hanover  (5)
Hanson  (3)
Marshfield  (12)
Milton  (10)
Needham  (25)
Pembroke  (6)
Quincy  (52)
Randolph  (7)
Rockland  (6)
Scituate  (5)
Weymouth  (10)
Whitman  (2)

Financial Consultants in Massachusetts

Sub-specializations

Financial Associate  (1)
Financial Consultant  (32)