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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
Joseph Arsenault (CRD# 5415590) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 15 years of experience in the finance industry. Joseph Arsenault 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.
Sammy Azzouz (CRD# 4350513) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 22 years of experience in the finance industry. Sammy Azzouz 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.
Andrew Baker (CRD# 5306427) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 16 years of experience in the finance industry.
Charles Bean (CRD# 2152263) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 32 years of experience in the finance industry.
Rebecca Bear (CRD# 4762629) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 19 years of experience in the finance industry.
Adam Boyce (CRD# 6195379) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 10 years of experience in the finance industry.
Sandra Bromfield (CRD# 1280878) is an Investment Advisor Representative working at Bromfield Sneider Wealth Advisors, Inc. in Westwood, MA and has over 39 years of experience in the finance industry. Sandra Bromfield 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.
Tom Burchell (CRD# 5457606) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 15 years of experience in the finance industry. Tom Burchell 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.
Matthew Carron (CRD# 4143099) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 23 years of experience in the finance industry. Matthew Carron 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.
Brent Coughenour (CRD# 5687142) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 10 years of experience in the finance industry. Brent Coughenour 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.