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Distance Only Marlborough, 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
Paul Travis (CRD# 2791056) is an Investment Advisor Representative working at Community Financial Group, Inc. in Marlborough, MA and has over 27 years of experience in the finance industry.
Daniel Walsh (CRD# 1105703) is an Investment Advisor Representative working at Commonwealth Financial Network in Marlborough, MA and has over 41 years of experience in the finance industry. Daniel Walsh 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.
Michael Whitman (CRD# 870594) is an Investment Advisor Representative working at Triton Financial Group, Inc. in Marlborough, MA and has over 40 years of experience in the finance industry.
Christopher Wilson (CRD# 1909683) is an Investment Advisor Representative working at Prudential Financial Planning Services in Marlborough, MA and has over 34 years of experience in the finance industry.
William Winkelmann (CRD# 6712731) is an Investment Advisor Representative working at Edward Jones in Marlborough, MA and has over 6 years of experience in the finance industry.
Michelle De Morais (CRD# 7777074) is an Investment Advisor Representative working at Prudential Financial Planning Services in Marlborough, MA and has 1 year of experience in the finance industry.
William Dusett (CRD# 4243315) is an Investment Advisor Representative working at Prudential Financial Planning Services in Marlborough, MA and has over 23 years of experience in the finance industry. William Dusett 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.
Jennifer Giampapa (CRD# 6642509) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marlborough, MA and has over 6 years of experience in the finance industry.
Jackson Graham (CRD# 7559400) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marlborough, MA and has 1 year of experience in the finance industry.
Kristopher Grenier (CRD# 7655952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marlborough, MA and has 1 year of experience in the finance industry.