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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
Gregory Rogers (CRD# 4307070) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in Brookline, MA and has over 21 years of experience in the finance industry. Gregory Rogers 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 Schreiber (CRD# 4101467) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Brookline, MA and has over 24 years of experience in the finance industry. David Schreiber 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.
Harold Simansky (CRD# 4626314) is an Investment Advisor Representative working at Simansky Investments, LLC in Brookline, MA and has over 21 years of experience in the finance industry.
Michael Tow (CRD# 2508443) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Brookline, MA and has over 29 years of experience in the finance industry. Michael Tow 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.
Larry Xhama (CRD# 5980192) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brookline, MA and has over 12 years of experience in the finance industry.
Sumit Dhanda (CRD# 4325631) is an Investment Advisor Representative working at Viraj Capital, LLC in Brookline, MA and has over 23 years of experience in the finance industry.
Vu Duong (CRD# 7693102) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brookline, MA and has 1 year of experience in the finance industry.
Naveed Heravi (CRD# 7500336) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brookline, MA and has 1 year of experience in the finance industry.
Jock Payten (CRD# 5940056) is an Investment Advisor Representative working at Nubian Square Investment Advisors, LLC in Brookline, MA and has over 2 years of experience in the finance industry.
Yonatan Schreiber (CRD# 7250387) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Brookline, MA and has over 3 years of experience in the finance industry.