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Distance Only Charlestown, MA
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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
Edward Tribble (CRD# 4611438) is an Investment Advisor Representative working at Monument Asset Management, LLC in Charlestown, MA and has over 20 years of experience in the finance industry.
Shawn Young Eagle (CRD# 6261098) is an Investment Advisor Representative working at Vista Way Advisors in Charlestown, MA and has over 10 years of experience in the finance industry.
Robin Faulkner-Harrison (CRD# 6745884) is an Investment Advisor Representative working at Wood Wealth Group, LLC in Charlestown, MA and has over 5 years of experience in the finance industry. Robin Faulkner-Harrison 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.
Paul Adams (CRD# 6704589) is an Investment Advisor Representative working at On Investment Management Co in Charlestown, MA and has over 7 years of experience in the finance industry.
Geoffrey Mishkin (CRD# 6978139) is an Investment Advisor Representative working at On Investment Management Co in Charlestown, MA and has over 5 years of experience in the finance industry. Geoffrey Mishkin 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.
Jeffrey Spencer (CRD# 5999870) is an Investment Advisor Representative working at On Investment Management Co in Charlestown, MA and has over 12 years of experience in the finance industry.