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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
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.
Claire Adams (CRD# 1257320) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 39 years of experience in the finance industry. Claire Adams 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.
Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 17 years of experience in the finance industry. Kelli Adams 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.
Neil Adams (CRD# 5797685) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Wellesley, MA and has over 12 years of experience in the finance industry.
Francis Addonizio (CRD# 3029184) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Concord, MA and has over 22 years of experience in the finance industry. Francis Addonizio 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.
Kashif Ahmed (CRD# 4800764) is an Investment Advisor Representative working at Lpl Financial LLC in Bedford, MA and has over 19 years of experience in the finance industry. Kashif Ahmed 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.
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.
Harvey Albert (CRD# 872836) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 43 years of experience in the finance industry.