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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
Jennifer Davidson (CRD# 5094729) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gardner, MA and has over 7 years of experience in the finance industry.
Paul Fitzpatrick (CRD# 1416910) is an Investment Advisor Representative working at Lpl Financial LLC in Gardner, MA and has over 38 years of experience in the finance industry.
Ryan Laliberte (CRD# 5921490) is an Investment Advisor Representative working at Edward Jones in Gardner, MA and has over 12 years of experience in the finance industry.
Amanda Melanson (CRD# 5431418) is an Investment Advisor Representative working at Edward Jones in Gardner, MA and has over 6 years of experience in the finance industry.
Shannon Ouellette (CRD# 4323957) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gardner, MA and has over 23 years of experience in the finance industry.
Matthew Acheson (CRD# 4184314) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Hollis, NH and has over 23 years of experience in the finance industry.
Carolina Acurio (CRD# 4441672) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 17 years of experience in the finance industry.
Kurt Akersten (CRD# 2157148) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 31 years of experience in the finance industry.
Jonathan Albano (CRD# 3007194) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 20 years of experience in the finance industry. Jonathan Albano 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.
James Aldo (CRD# 6628187) is an Investment Advisor Representative working at Eagle Strategies LLC in Westborough, MA and has over 7 years of experience in the finance industry.