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Distance Only Groton, 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
Mohamed Elkordy (CRD# 2541944) is an Investment Advisor Representative working at First Advisors National, LLC in Groton, MA and has over 29 years of experience in the finance industry.
John Konetzny (CRD# 5841600) is an Investment Advisor Representative working at The Practical Planner in Groton, MA and has over 13 years of experience in the finance industry. John Konetzny 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.
Patricia Konetzny (CRD# 2819640) is an Investment Advisor Representative working at The Practical Planner in Groton, MA and has over 27 years of experience in the finance industry. Patricia Konetzny 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.
Nordo Nissi (CRD# 1666385) is an Investment Advisor Representative working at Pleasant Street Wealth Advisors, LLC in Groton, MA and has over 28 years of experience in the finance industry.
Benjamin Woolfrey (CRD# 6226908) is an Investment Advisor Representative working at Edward Jones in Groton, MA and has over 10 years of experience in the finance industry.
Jorg Skowranek (CRD# 7369883) is an Investment Advisor Representative working at Edward Jones in Groton, MA and has over 2 years of experience in the finance industry.