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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
Mark Zacek (CRD# 6013028) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 12 years of experience in the finance industry.
Christina Couzelis (CRD# 6101463) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has 1 year of experience in the finance industry.
Lucia Reed (CRD# 7676384) is an Investment Advisor Representative working at Hart & Patterson Financial Group in Amherst, MA and has 1 year of experience in the finance industry. Lucia Reed 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.
Cynthia Therrien (CRD# 6640559) is an Investment Advisor Representative working at Lpl Financial LLC in Amherst, MA and has over 3 years of experience in the finance industry.
Danielle Accardi (CRD# 4385290) is an Investment Advisor Representative working at Lpl Financial LLC in Wilbraham, MA and has over 9 years of experience in the finance industry.
Brandon Affeldt (CRD# 6423673) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 7 years of experience in the finance industry.
Jeffrey Affeldt (CRD# 1748546) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 36 years of experience in the finance industry.
Peter Alexopoulos (CRD# 2955131) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 26 years of experience in the finance industry.
Peter Alminas (CRD# 5615699) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 14 years of experience in the finance industry. Peter Alminas 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.
Christine Andrzejewski (CRD# 5795403) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 9 years of experience in the finance industry.