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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
Mark Degregorio (CRD# 5457855) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 13 years of experience in the finance industry.
Albert Dobrushkin (CRD# 1455793) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 38 years of experience in the finance industry.
Mary Evans (CRD# 5779647) is an Investment Advisor Representative working at Pinney & Scofield, Inc. in Cambridge, MA and has 1 year of experience in the finance industry. Mary Evans 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.
Robert Everett (CRD# 1624204) is an Investment Advisor Representative working at Lpl Financial LLC in Cambridge, MA and has over 21 years of experience in the finance industry.
Thomas Fisher (CRD# 5077604) is an Investment Advisor Representative working at Fisher Financial Strategies in Cambridge, MA and has over 10 years of experience in the finance industry. Thomas Fisher 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Leon Fridmar (CRD# 4240620) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 22 years of experience in the finance industry.
John Goddard (CRD# 2649353) is an Investment Advisor Representative working at Pinney & Scofield, Inc. in Cambridge, MA and has over 27 years of experience in the finance industry. John Goddard 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 Goldman (CRD# 6443038) is an Investment Advisor Representative working at Mariner Wealth in Cambridge, MA and has 1 year of experience in the finance industry.
Matthew Grygiel (CRD# 5242345) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 16 years of experience in the finance industry.
Richard Held (CRD# 4571889) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 21 years of experience in the finance industry.