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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
Jason Whittier (CRD# 5798219) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, MA and has over 12 years of experience in the finance industry.
Erin Widell (CRD# 5810604) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 12 years of experience in the finance industry. Erin Widell 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.
Susan Wilson (CRD# 1033976) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 41 years of experience in the finance industry.
Richard Wojcik (CRD# 471029) is an Investment Advisor Representative working at Nefpg in Burlington, MA and has over 43 years of experience in the finance industry.
Surafeal Wolday (CRD# 6771605) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 7 years of experience in the finance industry.
Theodore Yoos (CRD# 4573507) is an Investment Advisor Representative working at Cornerstone Financial Management LLC in Burlington, MA and has 1 year of experience in the finance industry. Theodore Yoos 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.
Kevin Yorkey (CRD# 4047129) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 24 years of experience in the finance industry.
Nicholas Zaccardi (CRD# 6203513) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, MA and has over 10 years of experience in the finance industry.
Vincent Zaccardi (CRD# 2251983) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, MA and has over 31 years of experience in the finance industry.
Sondos Abedallah (CRD# 7183896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 4 years of experience in the finance industry.