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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
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.
Alexander Gurin (CRD# 5026946) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 18 years of experience in the finance industry.
Raymond Jarvis (CRD# 5522827) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 15 years of experience in the finance industry.
Tiffani Leary (CRD# 5023235) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 17 years of experience in the finance industry.
Eric Liriano (CRD# 1905998) is an Investment Advisor Representative working at Park Avenue Securities LLC in Chestnut Hill, MA and has over 32 years of experience in the finance industry. Eric Liriano 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.
Benjamin Robinot (CRD# 6781130) is an Investment Advisor Representative working at 360 Advisory in Chestnut Hill, MA and has over 7 years of experience in the finance industry.
Scott Schwendinger (CRD# 4371536) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 22 years of experience in the finance industry.
Michael Socci (CRD# 3156613) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 23 years of experience in the finance industry.
William Stout (CRD# 1449099) is an Investment Advisor Representative working at The Dyflex Group in Chestnut Hill, MA and has over 36 years of experience in the finance industry.
Meihua Tu (CRD# 5732957) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 14 years of experience in the finance industry.