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Distance Only Chestnut Hill, 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
Alexandra Leclair (CRD# 6293408) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 6 years of experience in the finance industry.
Robert Leonhardt (CRD# 7389232) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 2 years of experience in the finance industry.
Sofia Levina (CRD# 6771594) is an Investment Advisor Representative working at Citizens Securities, Inc. in Chestnut Hill, MA and has over 6 years of experience in the finance industry.
Ricardo Monteiro (CRD# 6833873) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 6 years of experience in the finance industry.
Sarah Ott (CRD# 7274452) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 3 years of experience in the finance industry.
Abraham Shahrooz (CRD# 7461893) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has 1 year of experience in the finance industry.
Berklee Vaillancourt (CRD# 7046499) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 5 years of experience in the finance industry.
John Williams (CRD# 4180357) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 23 years of experience in the finance industry.
Dillon Wright (CRD# 7686477) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chestnut Hill, MA and has 1 year of experience in the finance industry.