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Distance Only Dedham, 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
Robert Oneill (CRD# 5278726) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Dedham, MA and has over 10 years of experience in the finance industry.
Mahesh Palriwala (CRD# 2394397) is an Investment Advisor Representative working at Eagle Strategies LLC in Dedham, MA and has over 30 years of experience in the finance industry.
Paul Parsons (CRD# 2158884) is an Investment Advisor Representative working at Commonwealth Financial Network in Dedham, MA and has over 30 years of experience in the finance industry.
Michael Polito (CRD# 5433956) is an Investment Advisor Representative working at Eagle Strategies LLC in Dedham, MA and has over 16 years of experience in the finance industry.
Michael Pugliese (CRD# 1183060) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Dedham, MA and has over 37 years of experience in the finance industry.
Paul Schofield (CRD# 2220449) is an Investment Advisor Representative working at Lpl Financial LLC in Dedham, MA and has over 28 years of experience in the finance industry. Paul Schofield 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.
Barbara Shapiro (CRD# 2163223) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Dedham, MA and has over 32 years of experience in the finance industry. Barbara Shapiro 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.
Christopher Steward (CRD# 2296321) is an Investment Advisor Representative working at Impact Advisors Group in Dedham, MA and has over 27 years of experience in the finance industry. Christopher Steward 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.
Joan Theroux (CRD# 5287690) is an Investment Advisor Representative working at Commonwealth Financial Network in Dedham, MA and has over 6 years of experience in the finance industry.
Ryan Vanweezel (CRD# 4962782) is an Investment Advisor Representative working at Lpl Financial LLC in Dedham, MA and has over 18 years of experience in the finance industry.