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Distance Only Wellesley, 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
Claire Adams (CRD# 1257320) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 40 years of experience in the finance industry. Claire Adams 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.
Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 18 years of experience in the finance industry. Kelli Adams 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.
Neil Adams (CRD# 5797685) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Wellesley, MA and has over 12 years of experience in the finance industry.
Caleb Aldrich (CRD# 2113123) is an Investment Advisor Representative working at Hanover Strategic Management, LLC in Wellesley, MA and has over 33 years of experience in the finance industry.
Thomas Alessi (CRD# 1423385) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Wellesley, MA and has over 31 years of experience in the finance industry.
Carl Aloupis Jr (CRD# 4143129) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 24 years of experience in the finance industry.
Frederick Baird (CRD# 6049496) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 7 years of experience in the finance industry.
Inga Baneviciene (CRD# 6276548) is an Investment Advisor Representative working at Morgan Stanley in Wellesley, MA and has over 9 years of experience in the finance industry.
Patrick Belniak (CRD# 5665970) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 14 years of experience in the finance industry.
Robert Benoit (CRD# 5264748) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.