Alan Sale, Casl
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Alan Sale, Casl Email & Phone Number

Financial Services Representative and Financial Advisor at Baystate Financial Services
Location: Greater Boston, United States, United States 3 work roles 3 schools
1 work email found @baystatefinancial.com 2 phones found area 207 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email a****@baystatefinancial.com
Direct phone (207) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Baystate Financial Services
Role
Financial Services Representative and Financial Advisor
Location
Greater Boston, United States, United States
Company size
538 employees

Who is Alan Sale, Casl? Overview

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Quick answer

Alan Sale, Casl is listed as Financial Services Representative and Financial Advisor at Baystate Financial Services, a company with 538 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at baystatefinancial.com, phone signal with area code 207, and a matched LinkedIn profile for Alan Sale, Casl.

Alan Sale, Casl previously worked as Financial Services Representative & Financial Advisor at Baystate Financial Services and Financial Representative, ChFC, CASL at Strategic Financial Partners. Alan Sale, Casl holds Chfc-Chartered Financial Consultant from The American College.

Company email context

Email format at Baystate Financial Services

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*@baystatefinancial.com
71% confidence

AeroLeads found 1 current-domain work email signal for Alan Sale, Casl. Compare company email patterns before reaching out.

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Profile bio

About Alan Sale, Casl

As a Financial Advisor, Alan's goal is to provide families, individuals, and business owners with superior financial advice that will enable them to not only clarify their financial goals but also attain financial freedom over generations.At Baystate Financial, Alan is supported by a team of professionals with expertise in all facets of financial planning, wealth management, estate planning, executive benefits, and employee benefits whose mission is to provide unparalleled service that not only meets their clients' needs but exceeds their expectations.Alan holds Series 4, 7, 24, 27, 63, and 65 securities licenses as well as being licensed to sell Life, Accident, and Health Insurance. Alan graduated from Boston University and holds a Chartered Advisor for Senior Living (CASL) designation from The American College.I am licensed to sell insurance in MA and NH. I am licensed to sell securities in MA and NH. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive,16th Floor, Boston, MA 02210 617-585-4545

Listed skills include Financial Services, Wealth Management, Mutual Funds, Finance, and 23 others.

Current workplace

Alan Sale, Casl's current company

Company context helps verify the profile and gives searchers a useful next step.

Baystate Financial Services
Baystate Financial Services
Financial Services Representative and Financial Advisor
Boston, MA, US
Website
baystatefinancial.com
Employees
538
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Company profile
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3 roles

Alan Sale, Casl work experience

A career timeline built from the work history available for this profile.

Financial Services Representative & Financial Advisor

Current
Baystate Financial Services

100 William Street, Suite 300, Wellesley, MA 02481

Nov 2010 - Present
Team & coworkers

Colleagues at Baystate Financial Services

Other employees you can reach at baystatefinancial.com. View company contacts for 538 employees →

CR Candace Reed Candace Reed Colleague at Baystate Financial Services United States, United States View → JR Jerry Richardson Jerry Richardson Colleague at Baystate Financial Services Cambridge, Massachusetts, United States, United States View → BS Brendan Spillane Brendan Spillane Colleague at Baystate Financial Services Greater Boston, United States View → GT G. Tony O'Rourke G. Tony O'Rourke Colleague at Baystate Financial Services Methuen, Massachusetts, United States, United States View → AL Arwen Lowbridge Arwen Lowbridge Colleague at Baystate Financial Services Pittsfield, Massachusetts, United States, United States View → JB Jim Boudreaux Jim Boudreaux Colleague at Baystate Financial Services United States, United States View → MG Michael Glauninger Michael Glauninger Colleague at Baystate Financial Services Winchester, Massachusetts, United States, United States View → ES Evelyn Starr Evelyn Starr Colleague at Baystate Financial Services Massachusetts, United States, United States View → EC Elaine Carvelli, Cltc Elaine Carvelli, Cltc Colleague at Baystate Financial Services Riverside, Rhode Island, United States, United States View → GT Gary Thibeault Gary Thibeault Colleague at Baystate Financial Services Greater Boston, United States View →
3 education records

Alan Sale, Casl education

FAQ

Frequently asked questions about Alan Sale, Casl

Quick answers generated from the profile data available on this page.

What company does Alan Sale, Casl work for?

Alan Sale, Casl works for Baystate Financial Services.

What is Alan Sale, Casl's role at Baystate Financial Services?

Alan Sale, Casl is listed as Financial Services Representative and Financial Advisor at Baystate Financial Services.

What is Alan Sale, Casl's email address?

AeroLeads has found 1 work email signal at @baystatefinancial.com for Alan Sale, Casl at Baystate Financial Services.

What is Alan Sale, Casl's phone number?

AeroLeads has found 2 phone signal(s) with area code 207 for Alan Sale, Casl at Baystate Financial Services.

Where is Alan Sale, Casl based?

Alan Sale, Casl is based in Greater Boston, United States, United States while working with Baystate Financial Services.

What companies has Alan Sale, Casl worked for?

Alan Sale, Casl has worked for Baystate Financial Services and Strategic Financial Partners.

Who are Alan Sale, Casl's colleagues at Baystate Financial Services?

Alan Sale, Casl's colleagues at Baystate Financial Services include Candace Reed, Jerry Richardson, Brendan Spillane, G. Tony O'Rourke, and Arwen Lowbridge.

How can I contact Alan Sale, Casl?

You can use AeroLeads to view verified contact signals for Alan Sale, Casl at Baystate Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Alan Sale, Casl attend?

Alan Sale, Casl holds Chfc-Chartered Financial Consultant from The American College.

What skills is Alan Sale, Casl known for?

Alan Sale, Casl is listed with skills including Financial Services, Wealth Management, Mutual Funds, Finance, Investments, Retirement, Securities, and Wealth.

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