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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
Madeline Bouchard (CRD# 6353778) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 8 years of experience in the finance industry.
Kyle Bredice (CRD# 6405760) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 8 years of experience in the finance industry. Kyle Bredice 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.
Alissa Burwick (CRD# 4548110) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 21 years of experience in the finance industry.
David Carolan (CRD# 2559230) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 28 years of experience in the finance industry.
Donald Cohen (CRD# 6130675) is an Investment Advisor Representative working at Commonwealth Financial Network in Chestnut Hill, MA and has 1 year of experience in the finance industry.
James Dugan (CRD# 4226686) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 20 years of experience in the finance industry. James Dugan 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.
Colin Flynn (CRD# 6640094) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chestnut Hill, MA and has over 7 years of experience in the finance industry.
John Foster (CRD# 2917550) is an Investment Advisor Representative working at Citizens Securities, Inc. in Chestnut Hill, MA and has over 26 years of experience in the finance industry. John Foster 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.
Lisa Franks (CRD# 6296631) is an Investment Advisor Representative working at L M Franks Capital in Chestnut Hill, MA and has over 9 years of experience in the finance industry.
Linda Gillespie (CRD# 7050239) is an Investment Advisor Representative working at Real World Financial Planning, LLC in Chestnut Hill, MA and has over 5 years of experience in the finance industry.