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Distance Only Cambridge, 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
Patrick Monaghan (CRD# 6670146) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 6 years of experience in the finance industry.
James Moore (CRD# 7389884) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 2 years of experience in the finance industry.
Preston Neal (CRD# 5871549) is an Investment Advisor Representative working at Lpl Financial LLC in Cambridge, MA and has 1 year of experience in the finance industry.
Kyle Neidhardt (CRD# 5587403) is an Investment Advisor Representative working at Mariner Wealth in Cambridge, MA and has 1 year of experience in the finance industry.
Christian Odonnell (CRD# 6844858) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Cambridge, MA and has over 6 years of experience in the finance industry.
Gideon Ozik (CRD# 5043708) is an Investment Advisor Representative working at Mkt Mediastats, LLC in Cambridge, MA and has 1 year of experience in the finance industry.
Steven Qian (CRD# 2921286) is an Investment Advisor Representative working at Ninth Eternity Asset Management LLC in Cambridge, MA and has over 3 years of experience in the finance industry.
Christy Tryder (CRD# 7344057) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 3 years of experience in the finance industry.
Gianni Valentini (CRD# 7403187) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 2 years of experience in the finance industry.
Richard Ventura (CRD# 7258489) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 3 years of experience in the finance industry. Richard Ventura 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.