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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
Jarod Bloom (CRD# 4551487) is an Investment Advisor Representative working at Sechrest Financial Services in Acton, MA and has over 18 years of experience in the finance industry. Jarod Bloom 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.
Jeffrey Bonvallat (CRD# 2147082) is an Investment Advisor Representative working at Piot Associates LLC in Acton, MA and has over 26 years of experience in the finance industry.
Jeffrey Omansky (CRD# 1057238) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 35 years of experience in the finance industry. Jeffrey Omansky 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.
Stephen Boudreau (CRD# 2513397) is an Investment Advisor Representative working at Lpl Financial LLC in Acton, MA and has over 10 years of experience in the finance industry.
Matthew Davis (CRD# 4667592) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Acton, MA and has over 14 years of experience in the finance industry.
Gerald Eaton (CRD# 2279093) is an Investment Advisor Representative working at Commonwealth Financial Network in Acton, MA and has over 25 years of experience in the finance industry.
Peter Fredericks (CRD# 2075476) is an Investment Advisor Representative working at Edward Jones in Acton, MA and has over 17 years of experience in the finance industry.
Rodney Hass (CRD# 4754157) is an Investment Advisor Representative working at Rf&l Wealth Management, LLC in Acton, MA and has over 14 years of experience in the finance industry.
Ryan Hendrickson (CRD# 5235332) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Acton, MA and has over 10 years of experience in the finance industry.
Peter Klinkmueller (CRD# 2662672) is an Investment Advisor Representative working at Lpl Financial LLC in Acton, MA and has over 22 years of experience in the finance industry.