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Distance Only Burlington, MA
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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 Alvarez De Sotomayor (CRD# 5304405) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 16 years of experience in the finance industry. Jason Alvarez De Sotomayor 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.
Annalea Ambraziejus (CRD# 6808426) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 5 years of experience in the finance industry.
Brian Amper (CRD# 4401674) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 22 years of experience in the finance industry. Brian Amper 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.
Joshua Andreasen (CRD# 5489852) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 12 years of experience in the finance industry. Joshua Andreasen 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.
Christopher Arrigg (CRD# 6541138) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 6 years of experience in the finance industry.
Gabriel Aufiero (CRD# 4405110) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Burlington, MA and has over 19 years of experience in the finance industry.
Sarin Barsoumian (CRD# 4954397) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, MA and has over 18 years of experience in the finance industry. Sarin Barsoumian 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.
Armand Bassi (CRD# 2731661) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 27 years of experience in the finance industry.
Chad Battaglia (CRD# 3085781) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 25 years of experience in the finance industry.
Douglas Beaudoin (CRD# 6447012) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 8 years of experience in the finance industry.