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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
S. Mittelman (CRD# 7340651) is an Investment Advisor Representative working at Mittelman Wealth Management in Andover, MA and has 1 year of experience in the finance industry. S. Mittelman 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.
Peter Morin (CRD# 6517936) is an Investment Advisor Representative working at Eagle Strategies LLC in Andover, MA and has over 7 years of experience in the finance industry.
Harrison Oakes (CRD# 7345007) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 3 years of experience in the finance industry.
Lisa Prezzano (CRD# 2991185) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Andover, MA and has over 25 years of experience in the finance industry.
Brittany Stuart (CRD# 7325558) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Andover, MA and has over 3 years of experience in the finance industry.
Peter Thompson (CRD# 7175145) is an Investment Advisor Representative working at Eagle Strategies LLC in Andover, MA and has over 4 years of experience in the finance industry.
Connor Townsend (CRD# 6953504) is an Investment Advisor Representative working at Eagle Strategies LLC in Andover, MA and has over 5 years of experience in the finance industry.
Nicolino Zullo (CRD# 4311789) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Andover, MA and has over 20 years of experience in the finance industry.
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 19 years of experience in the finance industry. Cynthia Pellegrino 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...
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...