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Distance Metro area (25 miles)
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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
Robert Andreola (CRD# 1924032) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Foxboro, MA and has over 34 years of experience in the finance industry. Robert Andreola 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.
Christopher Baughan (CRD# 3193538) is an Investment Advisor Representative working at Lpl Financial LLC in Foxboro, MA and has over 24 years of experience in the finance industry.
Felix Betro (CRD# 5419788) is an Investment Advisor Representative working at Betro Mileszko & Company in Foxboro, MA and has 1 year of experience in the finance industry.
Daniel Bonin (CRD# 4505405) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Foxboro, MA and has over 21 years of experience in the finance industry.
Edward Burke (CRD# 1533074) is an Investment Advisor Representative working at Captrust in Foxboro, MA and has over 32 years of experience in the finance industry.
Peter Caplan (CRD# 1549356) is an Investment Advisor Representative working at Commonwealth Financial Network in Foxboro, MA and has over 36 years of experience in the finance industry. Peter Caplan 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.
Kevin Cicci (CRD# 2682323) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Foxboro, MA and has over 27 years of experience in the finance industry.
Daniel Defeo (CRD# 2337165) is an Investment Advisor Representative working at Primerica Advisors in Foxboro, MA and has over 29 years of experience in the finance industry.
Greg Dodge (CRD# 2645389) is an Investment Advisor Representative working at Dodge Wealth Management in Foxboro, MA and has over 27 years of experience in the finance industry.
Seth Kelly (CRD# 4746595) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Foxboro, MA and has over 19 years of experience in the finance industry. Seth Kelly 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.