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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
David Ryan (CRD# 5436130) is an Investment Advisor Representative working at Advice And Planning Services in Andover, MA and has over 16 years of experience in the finance industry.
James Savarino (CRD# 732576) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Andover, MA and has over 41 years of experience in the finance industry.
Michael Savastano (CRD# 1928370) is an Investment Advisor Representative working at Eagle Strategies LLC in Andover, MA and has over 33 years of experience in the finance industry.
Michael Segreve (CRD# 1269303) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Andover, MA and has over 39 years of experience in the finance industry.
Bhavneesh Sharma (CRD# 6266374) is an Investment Advisor Representative working at Integrity Advisors LLC in Andover, MA and has over 8 years of experience in the finance industry.
Dennis Sherlock (CRD# 4126145) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Andover, MA and has over 16 years of experience in the finance industry.
Prakash Simha (CRD# 2970036) is an Investment Advisor Representative working at Prakash Investment Advisors LLC in Andover, MA and has over 26 years of experience in the finance industry.
Nathaniel Smith (CRD# 2511822) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Andover, MA and has over 29 years of experience in the finance industry.
David Sousa (CRD# 2284160) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Andover, MA and has over 29 years of experience in the finance industry.
John Spoto (CRD# 5507127) is an Investment Advisor Representative working at Sentry Financial Planning, LLC in Andover, MA and has over 16 years of experience in the finance industry. John Spoto 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.