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Distance Only Chelmsford, 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
Narendra Kapadia (CRD# 2774861) is an Investment Advisor Representative working at Value Financial Services Corp. in Chelmsford, MA and has over 27 years of experience in the finance industry.
Kenneth Lefebvre (CRD# 2284516) is an Investment Advisor Representative working at Lpl Financial LLC in Chelmsford, MA and has over 31 years of experience in the finance industry.
Mark Lefebvre (CRD# 2092424) is an Investment Advisor Representative working at Lpl Financial LLC in Chelmsford, MA and has over 33 years of experience in the finance industry.
Brian McLarney (CRD# 2213053) is an Investment Advisor Representative working at Merrimack Valley Financial Advisors, Inc. in Chelmsford, MA and has over 31 years of experience in the finance industry.
Mary Metro (CRD# 3269193) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chelmsford, MA and has over 24 years of experience in the finance industry. Mary Metro 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.
John Nolan (CRD# 6849181) is an Investment Advisor Representative working at Edward Jones in Chelmsford, MA and has over 6 years of experience in the finance industry.
Christopher Pessotti (CRD# 7048901) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Chelmsford, MA and has over 5 years of experience in the finance industry.
Carlos Rodriguez (CRD# 2064625) is an Investment Advisor Representative working at Broad Brook Financial in Chelmsford, MA and has over 10 years of experience in the finance industry.
Murad Royal (CRD# 3093716) is an Investment Advisor Representative working at Lpl Financial LLC in Chelmsford, MA and has over 24 years of experience in the finance industry.
Matthew Schwartz (CRD# 2910876) is an Investment Advisor Representative working at Lpl Financial LLC in Chelmsford, MA and has over 26 years of experience in the finance industry.