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Distance Only Framingham, 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
Daniel Flanagan (CRD# 4573440) is an Investment Advisor Representative working at Commonwealth Financial Network in Framingham, MA and has over 22 years of experience in the finance industry. Daniel Flanagan 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.
Kyle Gauthier (CRD# 6857649) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Framingham, MA and has over 6 years of experience in the finance industry.
Joan Gonzalez (CRD# 2005640) is an Investment Advisor Representative working at Brightplan LLC in Framingham, MA and has over 16 years of experience in the finance industry. Joan Gonzalez 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.
Carl Goodman (CRD# 2574089) is an Investment Advisor Representative working at Goodman Asset Management, Inc. in Framingham, MA and has over 29 years of experience in the finance industry.
Denise Govoni (CRD# 5045218) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 14 years of experience in the finance industry. Denise Govoni 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.
Thomas Greb (CRD# 6727749) is an Investment Advisor Representative working at Olivar & Greb Capital Management, LLC in Framingham, MA and has over 8 years of experience in the finance industry.
Christopher Gullotti (CRD# 4622376) is an Investment Advisor Representative working at Commonwealth Financial Network in Framingham, MA and has over 21 years of experience in the finance industry. Christopher Gullotti 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.
David Harding (CRD# 2762385) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Framingham, MA and has over 27 years of experience in the finance industry.
Michael Kayserman (CRD# 6522240) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Framingham, MA and has over 7 years of experience in the finance industry.
Timothy Keane (CRD# 2045340) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Framingham, MA and has over 34 years of experience in the finance industry.