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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
Kaled Rocha (CRD# 7184159) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Boston, MA and has over 4 years of experience in the finance industry.
Xiaowan Tian (CRD# 7832962) is an Investment Advisor Representative working at Atlas Capital Investment LLC in East Boston, MA and has over 2 years of experience in the finance industry.
Wenhua Zhang (CRD# 2620643) is an Investment Advisor Representative working at Atlas Capital Investment LLC in East Boston, MA and has over 27 years of experience in the finance industry.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.
Gregory Abate (CRD# 5158798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 17 years of experience in the finance industry.
Antony Abbiati (CRD# 2931470) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 26 years of experience in the finance industry.
James Abbott (CRD# 4927658) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 10 years of experience in the finance industry.