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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
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®).
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®).
Neil Adams (CRD# 5797685) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Wellesley, MA and has over 13 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.
Patrick Belniak (CRD# 5665970) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 15 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 17 years of experience in the finance industry.
Robert Berman (CRD# 5499720) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.