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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
Stephen Bruneau (CRD# 870787) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Weston, MA and has over 38 years of experience in the finance industry.
Michael Chasan (CRD# 4173580) is an Investment Advisor Representative working at Chasan Capital Management in Weston, MA and has over 23 years of experience in the finance industry.
Katharina Helmick (CRD# 4592869) is an Investment Advisor Representative working at Lpl Financial LLC in Weston, MA and has over 21 years of experience in the finance industry.
Mary Neylon (CRD# 4190902) is an Investment Advisor Representative working at Family Wealth Architects LLC in Weston, MA and has over 23 years of experience in the finance industry.
Charles O'neill (CRD# 4200383) is an Investment Advisor Representative working at Family Wealth Architects LLC in Weston, MA and has over 22 years of experience in the finance industry.
Dushyant Shah (CRD# 419641) is an Investment Advisor Representative working at Lpl Financial LLC in Weston, MA and has over 39 years of experience in the finance industry.
Philip Swisher (CRD# 4638218) is an Investment Advisor Representative working at Trevian Wealth Management, LLC in Weston, MA and has over 7 years of experience in the finance industry.
Henry Tiedemann (CRD# 4626664) is an Investment Advisor Representative working at Tiedemann & Associates Investment Advisors, Inc. in Weston, MA and has over 21 years of experience in the finance industry.
Daniel Tilton (CRD# 4802270) is an Investment Advisor Representative working at Tilton Asset Management in Weston, MA and has over 24 years of experience in the finance industry. Daniel Tilton 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.
Constance Wark (CRD# 1086559) is an Investment Advisor Representative working at Lpl Financial LLC in Weston, MA and has over 40 years of experience in the finance industry.