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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
Juleby Hirsch (CRD# 5692798) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 14 years of experience in the finance industry.
Todd Kobelski (CRD# 3121403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 25 years of experience in the finance industry.
Heide Lee (CRD# 2067079) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cambridge, MA and has over 33 years of experience in the finance industry.
Maurice Lesses (CRD# 1483424) is an Investment Advisor Representative working at Lesses, Maurice F in Cambridge, MA and has over 29 years of experience in the finance industry.
Keith Mayer (CRD# 2335301) is an Investment Advisor Representative working at Santander Securities in Cambridge, MA and has over 30 years of experience in the finance industry.
Courtney McCauley (CRD# 6528405) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 8 years of experience in the finance industry.
Robert McGowan (CRD# 1733686) is an Investment Advisor Representative working at Davinci Capital Management Inc. in Cambridge, MA and has over 18 years of experience in the finance industry.
James McSweeney (CRD# 1620191) is an Investment Advisor Representative working at Davinci Capital Management Inc. in Cambridge, MA and has over 36 years of experience in the finance industry.
John Miranda (CRD# 5927746) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cambridge, MA and has over 5 years of experience in the finance industry. John Miranda 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.
Emily O'neil (CRD# 6806517) 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. Emily O'neil 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.