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Distance Only Swampscott, 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 Costa (CRD# 7013214) is an Investment Advisor Representative working at Nextstep Portfolios LLC in Swampscott, MA and has 1 year of experience in the finance industry. Michael Costa 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 Dooley (CRD# 5278096) is an Investment Advisor Representative working at Santander Securities in Swampscott, MA and has over 16 years of experience in the finance industry.
Jonathan Meyers (CRD# 5048843) is an Investment Advisor Representative working at Citizens Securities, Inc. in Swampscott, MA and has over 18 years of experience in the finance industry.
Michael Reiter (CRD# 3082001) is an Investment Advisor Representative working at Lpl Financial LLC in Swampscott, MA and has over 25 years of experience in the finance industry.
Ryan Wilson (CRD# 5723269) is an Investment Advisor Representative working at Wilson Capital, LLC in Swampscott, MA and has over 14 years of experience in the finance industry.
Christopher Lazzaro (CRD# 2217556) is an Investment Advisor Representative working at Plan For It Financial, LLC in Swampscott, MA and has over 19 years of experience in the finance industry.
Duncan Perry (CRD# 7692731) is an Investment Advisor Representative working at Smarter Bear Financial Advisory in Swampscott, MA and has 1 year of experience in the finance industry.