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Distance Only Watertown, 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
Christy Coupal (CRD# 3169809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Watertown, MA and has over 24 years of experience in the finance industry.
Patricia Moore (CRD# 4757144) is an Investment Advisor Representative working at Moore Financial Advisors, Ltd. in Watertown, MA and has 1 year of experience in the finance industry. Patricia Moore 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.
Debra Neiman (CRD# 2754473) is an Investment Advisor Representative working at Neiman & Associates Financial Services, LLC in Watertown, MA and has over 27 years of experience in the finance industry. Debra Neiman 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.
Richard Nohelty (CRD# 2273292) is an Investment Advisor Representative working at Lpl Financial LLC in Watertown, MA and has over 31 years of experience in the finance industry. Richard Nohelty 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.
Brendan O'rourke (CRD# 6635708) is an Investment Advisor Representative working at Greenway Financial Advisors LLC in Watertown, MA and has over 9 years of experience in the finance industry. Brendan O'rourke 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.
Juan Pablo Rios (CRD# 4586563) is an Investment Advisor Representative working at Citizens Securities, Inc. in Watertown, MA and has over 21 years of experience in the finance industry.
Renata Schindler (CRD# 6553298) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Watertown, MA and has over 8 years of experience in the finance industry.
Gregory Boeing (CRD# 5994900) is an Investment Advisor Representative working at Mhp Asset Management in Watertown, MA and has over 12 years of experience in the finance industry.
Connor Demore (CRD# 7492368) is an Investment Advisor Representative working at Lpl Financial LLC in Watertown, MA and has over 2 years of experience in the finance industry.
Alina Okulovska (CRD# 7656202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Watertown, MA and has 1 year of experience in the finance industry.