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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
Andrew Jensen (CRD# 5460169) is an Investment Advisor Representative working at Eagle Strategies LLC in Jefferson, MA and has over 12 years of experience in the finance industry.
Joseph Somerset (CRD# 3171281) is an Investment Advisor Representative working at Beantown Financial Advisors LLC in Jefferson, MA and has 1 year 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...
Michael Abramo (CRD# 2931681) is an Investment Advisor Representative working at Lpl Financial LLC in Upton, MA and has over 26 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.
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.
David Alexander (CRD# 5264835) is an Investment Advisor Representative working at Avantax Advisory Services in Harvard, MA and has over 16 years of experience in the finance industry.
Gustavo Alfonso (CRD# 2570686) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 29 years of experience in the finance industry.
Margaret Algieri (CRD# 2160557) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 29 years of experience in the finance industry.