-
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
Bakhtiar Hussaini (CRD# 6004664) is an Investment Advisor Representative working at Santander Securities in Lexington, MA and has over 12 years of experience in the finance industry.
Alan Ioffredo (CRD# 2423908) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 30 years of experience in the finance industry. Alan Ioffredo 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.
Neerja Kalloo (CRD# 4470077) is an Investment Advisor Representative working at Citizens Securities, Inc. in Lexington, MA and has over 22 years of experience in the finance industry.
Carol Khouri (CRD# 1777303) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 35 years of experience in the finance industry. Carol Khouri 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.
Mary Koenig (CRD# 4579616) is an Investment Advisor Representative working at Harvard Square Financial Planning in Lexington, MA and has 1 year of experience in the finance industry. Mary Koenig 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.
Rajeev Kotyan (CRD# 5479610) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 16 years of experience in the finance industry.
Takeshi Koyama (CRD# 2877662) is an Investment Advisor Representative working at Acf Investment Research, Inc. in Lexington, MA and has over 7 years of experience in the finance industry.
Matthew Lasker (CRD# 4416523) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 20 years of experience in the finance industry.
Kerry Luria (CRD# 4853046) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 5 years of experience in the finance industry.
Kathryn Maffei (CRD# 1201785) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 40 years of experience in the finance industry. Kathryn Maffei 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.