-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Tracy Shea (CRD# 2914595) is an Investment Advisor Representative working at Lpl Financial LLC in Chelmsford, MA and has over 12 years of experience in the finance industry. Tracy Shea 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 Siggens (CRD# 4357197) is an Investment Advisor Representative working at Merrimack Valley Financial Advisors, Inc. in Chelmsford, MA and has over 23 years of experience in the finance industry.
Rishi Sondhi (CRD# 5867356) is an Investment Advisor Representative working at Sondhi Capital, LLC in Chelmsford, MA and has over 13 years of experience in the finance industry.
Philip Winn (CRD# 1273082) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chelmsford, MA and has over 39 years of experience in the finance industry.
Marianne Zawacki (CRD# 4591022) is an Investment Advisor Representative working at Lpl Financial LLC in Chelmsford, MA and has over 21 years of experience in the finance industry.
Preston Carbone (CRD# 5875950) is an Investment Advisor Representative working at Edward Jones in Chelmsford, MA and has over 12 years of experience in the finance industry.
Mariya Dimitrova (CRD# 7613567) is an Investment Advisor Representative working at Edward Jones in Chelmsford, MA and has 1 year of experience in the finance industry.
Brian McLarney (CRD# 6545415) is an Investment Advisor Representative working at Merrimack Valley Financial Advisors, Inc. in Chelmsford, MA and has over 9 years of experience in the finance industry.
Patrick Ngangyou Tchounchui (CRD# 7248835) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chelmsford, MA and has over 3 years of experience in the finance industry.