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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
Christopher Borden (CRD# 1303805) is an Investment Advisor Representative working at Commonwealth Financial Network in Framingham, MA and has over 39 years of experience in the finance industry.
Glenn Brown (CRD# 2488667) is an Investment Advisor Representative working at Plandynamic, LLC in Framingham, MA and has over 29 years of experience in the finance industry. Glenn Brown 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.
Joanna Burzynska (CRD# 5961796) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 12 years of experience in the finance industry.
Kevin Chapin (CRD# 6214468) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 10 years of experience in the finance industry.
Cheryl Costa (CRD# 5030307) is an Investment Advisor Representative working at Woodside Wealth Management in Framingham, MA and has 1 year of experience in the finance industry. Cheryl Costa 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.
Matthew Costa (CRD# 6661537) is an Investment Advisor Representative working at Woodside Wealth Management in Framingham, MA and has over 7 years of experience in the finance industry. Matthew Costa 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.
Avi Finder (CRD# 2670951) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Framingham, MA and has over 22 years of experience in the finance industry.
Michael Flaherty (CRD# 2963882) is an Investment Advisor Representative working at Commonwealth Financial Network in Framingham, MA and has over 26 years of experience in the finance industry. Michael Flaherty 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.
Daniel Flanagan (CRD# 4573440) is an Investment Advisor Representative working at Commonwealth Financial Network in Framingham, MA and has over 22 years of experience in the finance industry. Daniel Flanagan 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.
Kyle Gauthier (CRD# 6857649) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Framingham, MA and has over 6 years of experience in the finance industry.