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Distance Only Sturbridge, 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
Jeffrey Burdick (CRD# 5083714) is an Investment Advisor Representative working at Edward Jones in Sturbridge, MA and has over 18 years of experience in the finance industry.
John Jawor (CRD# 2687737) is an Investment Advisor Representative working at Lpl Financial LLC in Sturbridge, MA and has over 28 years of experience in the finance industry.
Amy Kiley (CRD# 3144976) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sturbridge, MA and has over 25 years of experience in the finance industry.
Jason Main (CRD# 2258179) is an Investment Advisor Representative working at Lpl Financial LLC in Sturbridge, MA and has over 31 years of experience in the finance industry.
Christopher Mallon (CRD# 5212531) is an Investment Advisor Representative working at Lpl Financial LLC in Sturbridge, MA and has over 16 years of experience in the finance industry.
Dennis McCurdy (CRD# 1816265) is an Investment Advisor Representative working at Mccurdy Investments, LLC in Sturbridge, MA and has over 35 years of experience in the finance industry. Dennis McCurdy 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.
Trevor Nielsen (CRD# 6943544) is an Investment Advisor Representative working at Edward Jones in Sturbridge, MA and has over 5 years of experience in the finance industry.
Leonard Rea (CRD# 2657450) is an Investment Advisor Representative working at Avantax Advisory Services in Sturbridge, MA and has over 28 years of experience in the finance industry. Leonard Rea 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.
Kenneth Talentino (CRD# 5693868) is an Investment Advisor Representative working at Lpl Financial LLC in Sturbridge, MA and has over 14 years of experience in the finance industry.
Lindsey Andrew (CRD# 7586008) is an Investment Advisor Representative working at Mccurdy Investments, LLC in Sturbridge, MA and has 1 year of experience in the finance industry.