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Distance Only Newton Center, 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
Michael Meuse (CRD# 6542457) is an Investment Advisor Representative working at Edelman Financial Engines in Newton Center, MA and has over 8 years of experience in the finance industry.
Dina Milne (CRD# 6368428) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 9 years of experience in the finance industry. Dina Milne 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.
Margery Neis (CRD# 6854873) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 6 years of experience in the finance industry. Margery Neis 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.
Fearghal O'riain (CRD# 3023263) is an Investment Advisor Representative working at Edelman Financial Engines in Newton Center, MA and has over 25 years of experience in the finance industry. Fearghal O'riain 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.
Ryan O'shaughnessy (CRD# 6539219) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 8 years of experience in the finance industry.
Todd Peters (CRD# 1190014) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 40 years of experience in the finance industry.
John Puetz (CRD# 4351483) is an Investment Advisor Representative working at Lejeune Puetz Investment Counsel in Traverse City, MI and has over 25 years of experience in the finance industry.
Michael Russo (CRD# 6347910) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 5 years of experience in the finance industry.
Elizabeth Sadwick (CRD# 2365023) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 12 years of experience in the finance industry.
Carl Settles (CRD# 4761821) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 19 years of experience in the finance industry.