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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
Michael Silk (CRD# 2640471) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Braintree, MA and has over 26 years of experience in the finance industry.
Katelyn Simmons (CRD# 6208246) is an Investment Advisor Representative working at Peddock Capital Advisors, LLC in Braintree, MA and has over 10 years of experience in the finance industry. Katelyn Simmons 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.
Matthew Simmons (CRD# 6704411) is an Investment Advisor Representative working at Peddock Capital Advisors, LLC in Braintree, MA and has 1 year of experience in the finance industry. Matthew Simmons 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 Simmons (CRD# 4379811) is an Investment Advisor Representative working at Peddock Capital Advisors, LLC in Braintree, MA and has over 22 years of experience in the finance industry.
Robert Stimson (CRD# 1704253) is an Investment Advisor Representative working at Little House Capital, LLC in Braintree, MA and has over 21 years of experience in the finance industry.
Richard Stram (CRD# 1705331) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 36 years of experience in the finance industry. Richard Stram 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.
John Theophilos (CRD# 2447755) is an Investment Advisor Representative working at Lpl Financial LLC in Braintree, MA and has over 30 years of experience in the finance industry. John Theophilos 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.
Erika Van Lingen (CRD# 4220682) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Braintree, MA and has over 23 years of experience in the finance industry.
John Walsh (CRD# 2386920) is an Investment Advisor Representative working at Commonwealth Financial Network in Braintree, MA and has over 30 years of experience in the finance industry. John Walsh 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.
Alexander Weiss (CRD# 5345503) is an Investment Advisor Representative working at U.s. Financial Advisors in Braintree, MA and has over 14 years of experience in the finance industry. Alexander Weiss 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.