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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
Kristen Caseley (CRD# 6937492) is an Investment Advisor Representative working at Mariner Independent in Brookline, MA and has over 5 years of experience in the finance industry.
Jennifer Harney-Read (CRD# 4330546) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Brookline, MA and has over 23 years of experience in the finance industry. Jennifer Harney-Read 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.
Craig Harsfield (CRD# 4476167) is an Investment Advisor Representative working at Collaborative Financial Solutions LLC in Brookline, MA and has over 21 years of experience in the finance industry.
Tom Johnson (CRD# 4761843) is an Investment Advisor Representative working at Timberland Investment Resources, LLC in Brookline, MA and has over 18 years of experience in the finance industry.
Kenneth Ko (CRD# 5493606) is an Investment Advisor Representative working at Santander Securities in Brookline, MA and has over 15 years of experience in the finance industry.
Urban Larson (CRD# 1951304) is an Investment Advisor Representative working at White Pine Advisory LLC in Brookline, MA and has over 5 years of experience in the finance industry.
Bing Lu (CRD# 2683379) is an Investment Advisor Representative working at Vesta Investment Advisors, LLC in Brookline, MA and has over 7 years of experience in the finance industry.
Dennis Mendoza (CRD# 5383760) is an Investment Advisor Representative working at Mendoza Wealth Management in Brookline, MA and has over 16 years of experience in the finance industry.
Gregory Rogers (CRD# 4307070) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in Brookline, MA and has over 22 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.