-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Robert Gleason (CRD# 1803851) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kingston, MA and has over 35 years of experience in the finance industry.
Paula Harris (CRD# 5523691) is an Investment Advisor Representative working at W.h. Cornerstone Investments Inc. in Kingston, MA and has over 12 years of experience in the finance industry.
William Harris (CRD# 2737148) is an Investment Advisor Representative working at W.h. Cornerstone Investments Inc. in Kingston, MA and has over 27 years of experience in the finance industry. William Harris 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.
Timothy Herlihy (CRD# 3262921) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, MA and has over 24 years of experience in the finance industry. Timothy Herlihy 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.
Thomas Laxton (CRD# 2386108) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Kingston, MA and has over 30 years of experience in the finance industry.
Christopher McNiff (CRD# 1563621) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kingston, MA and has over 37 years of experience in the finance industry.
George Woerdeman (CRD# 1220689) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kingston, MA and has over 40 years of experience in the finance industry.
Kelly Woerdeman (CRD# 4834916) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kingston, MA and has over 18 years of experience in the finance industry.
Marcus Miller (CRD# 7339646) is an Investment Advisor Representative working at Mainstay Capital in Middleburg, FL and has 7 years of experience in the finance industry. Marcus Miller 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.