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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
Rosieva Ashong-Katai (CRD# 6859495) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 6 years of experience in the finance industry.
Alex Astudillo (CRD# 4376306) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 22 years of experience in the finance industry.
Jennifer Aube (CRD# 6108229) is an Investment Advisor Representative working at Lpl Financial LLC in Westminster, MA and has over 11 years of experience in the finance industry. Jennifer Aube 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.
Daniel Aymerich (CRD# 2611523) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 28 years of experience in the finance industry.
Michael Baalbaki (CRD# 6030144) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 10 years of experience in the finance industry.
Thomas Bacon (CRD# 1957332) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Hudson, MA and has over 34 years of experience in the finance industry.
Wayne Bailey (CRD# 1124901) is an Investment Advisor Representative working at Lpl Financial LLC in Holden, MA and has over 40 years of experience in the finance industry.
Joseph Bakaysa (CRD# 5427559) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 10 years of experience in the finance industry.
Luke Bakos (CRD# 6836952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 6 years of experience in the finance industry.
Samuel Baldwin (CRD# 4023974) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sudbury, MA and has over 24 years of experience in the finance industry. Samuel Baldwin 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.