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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
Amy Scarborough (CRD# 2984006) 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.
Franz Schneider (CRD# 4757358) is an Investment Advisor Representative working at Schneider, Franz in Cambridge, MA and has 1 year of experience in the finance industry.
Richard Seeley (CRD# 4643930) is an Investment Advisor Representative working at Pinney & Scofield, Inc. in Cambridge, MA and has over 22 years of experience in the finance industry. Richard Seeley 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.
Gregg Semprucci (CRD# 1854392) is an Investment Advisor Representative working at Davinci Capital Management Inc. in Cambridge, MA and has over 35 years of experience in the finance industry.
William Swenson (CRD# 2895422) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 23 years of experience in the finance industry.
Hugh Taylor (CRD# 1899478) is an Investment Advisor Representative working at Mariner Wealth in Cambridge, MA and has over 35 years of experience in the finance industry.
Nathan Thomsen (CRD# 4735962) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Cambridge, MA and has over 20 years of experience in the finance industry. Nathan Thomsen 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.
Thomas Tucker (CRD# 2907171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 26 years of experience in the finance industry.
Lauren Vives (CRD# 6303764) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 9 years of experience in the finance industry.
Theodore Wagenknecht (CRD# 5902171) is an Investment Advisor Representative working at Applied Fundamental Research, LLC in Cambridge, MA and has 1 year of experience in the finance industry.