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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
Ralph Mitchell (CRD# 2134965) is an Investment Advisor Representative working at Carthage Financial Group, LLC in Braintree, MA and has over 32 years of experience in the finance industry.
Kurt Mohrman (CRD# 4710316) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Braintree, MA and has over 8 years of experience in the finance industry.
Peter Montalbano (CRD# 2797912) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 27 years of experience in the finance industry. Peter Montalbano 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.
David Morgan (CRD# 5297240) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 15 years of experience in the finance industry.
Kevin Morse (CRD# 2129659) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 32 years of experience in the finance industry.
Richard Mullen (CRD# 2402432) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has over 30 years of experience in the finance industry.
Charles Murphy (CRD# 2157203) is an Investment Advisor Representative working at Commonwealth Financial Network in Braintree, MA and has over 32 years of experience in the finance industry.
Gregory Murray (CRD# 5530078) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 15 years of experience in the finance industry.
Michael Najarian (CRD# 6014094) is an Investment Advisor Representative working at Najarian Financial LLC in Braintree, MA and has over 12 years of experience in the finance industry.
John Napolitano (CRD# 2311315) is an Investment Advisor Representative working at U.s. Financial Advisors in Braintree, MA and has over 31 years of experience in the finance industry. John Napolitano 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.