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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
Howard Holmes (CRD# 4602838) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Brockton, MA and has 1 year of experience in the finance industry.
Michael Mucci (CRD# 1655740) is an Investment Advisor Representative working at Mucci, Michael L in Brockton, MA and has over 36 years of experience in the finance industry. Michael Mucci 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.
Guy Tomase (CRD# 5169094) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Brockton, MA and has over 17 years of experience in the finance industry. Guy Tomase 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.
Leilany Acosta (CRD# 6645105) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Brockton, MA and has over 7 years of experience in the finance industry.
Daniel Nagy (CRD# 7153012) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Brockton, MA and has over 4 years of experience in the finance industry.
Stephen Passias (CRD# 4172597) is an Investment Advisor Representative working at Prudential Financial Planning Services in Brockton, MA and has over 23 years of experience in the finance industry.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.
Michael Aaronson (CRD# 4318531) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 24 years of experience in the finance industry.
Gregory Abate (CRD# 5158798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 17 years of experience in the finance industry.