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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
Frank Addonizio (CRD# 6873882) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Medford, MA and has over 6 years of experience in the finance industry.
Paul Dougherty (CRD# 1098680) is an Investment Advisor Representative working at Boylston Capital Management in Medford, MA and has over 41 years of experience in the finance industry.
Brian Hennessy (CRD# 5485004) is an Investment Advisor Representative working at Hennessy Financial Services in Medford, MA and has 1 year of experience in the finance industry. Brian Hennessy 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.
Katherine Horgan (CRD# 1601776) is an Investment Advisor Representative working at Heritage Wealth Management in Medford, MA and has over 19 years of experience in the finance industry.
Frank Marzella (CRD# 2595051) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Medford, MA and has over 28 years of experience in the finance industry. Frank Marzella 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 Petrella (CRD# 2515695) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Medford, MA and has over 29 years of experience in the finance industry.
Mark Ragucci (CRD# 2794702) is an Investment Advisor Representative working at Citizens Securities, Inc. in Medford, MA and has over 27 years of experience in the finance industry.
Vincent Serratore (CRD# 2656617) is an Investment Advisor Representative working at Heritage Wealth Management in Medford, MA and has over 28 years of experience in the finance industry.
Darrell Smith (CRD# 4599993) is an Investment Advisor Representative working at Citizens Securities, Inc. in Medford, MA and has over 21 years of experience in the finance industry. Darrell Smith 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.