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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
Daniel Leveroni (CRD# 838873) is an Investment Advisor Representative working at Lpl Financial LLC in Braintree, MA and has over 42 years of experience in the finance industry. Daniel Leveroni 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.
Joanne Leveroni (CRD# 836080) is an Investment Advisor Representative working at Lpl Financial LLC in Braintree, MA and has over 16 years of experience in the finance industry.
Timothy Leveroni (CRD# 5717143) is an Investment Advisor Representative working at Lpl Financial LLC in Braintree, MA and has over 13 years of experience in the finance industry.
Timothy Leveroni (CRD# 836167) is an Investment Advisor Representative working at Lpl Financial LLC in Braintree, MA and has over 25 years of experience in the finance industry. Timothy Leveroni 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.
Paul Longobardi (CRD# 2279086) is an Investment Advisor Representative working at Lincoln Investment in Braintree, MA and has over 31 years of experience in the finance industry. Paul Longobardi 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.
Travis Lowe (CRD# 3037344) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Braintree, MA and has over 25 years of experience in the finance industry.
Richard Macaleese (CRD# 1218540) is an Investment Advisor Representative working at Avantax Advisory Services in Braintree, MA and has over 37 years of experience in the finance industry.
Paul Marino (CRD# 1919298) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 35 years of experience in the finance industry. Paul Marino 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.
Michael Marshall (CRD# 2235106) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 31 years of experience in the finance industry.
Daniel McCarthy (CRD# 2273239) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Braintree, MA and has over 31 years of experience in the finance industry.