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Distance Only Hingham, 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
David Katz (CRD# 5251310) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Hingham, MA and has over 3 years of experience in the finance industry. David Katz 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.
Damon Latanzi (CRD# 2937202) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Hingham, MA and has over 26 years of experience in the finance industry.
Timothy Lazcano (CRD# 2995929) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hingham, MA and has over 17 years of experience in the finance industry.
Benjamin Martin (CRD# 7588348) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hingham, MA and has 1 year of experience in the finance industry.
William McCarthy (CRD# 7785075) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Hingham, MA and has 1 year of experience in the finance industry.
Kathleen McKenna (CRD# 7322619) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Hingham, MA and has 1 year of experience in the finance industry.
David McNaughton (CRD# 5985869) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Hingham, MA and has 1 year of experience in the finance industry.
Bridge McSurely (CRD# 7736556) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hingham, MA and has 1 year of experience in the finance industry.
Stefan Miranda (CRD# 7234601) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hingham, MA and has over 3 years of experience in the finance industry.
James Murray (CRD# 7071509) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Hingham, MA and has over 5 years of experience in the finance industry. James Murray 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.