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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
Salvatore Maniscalco (CRD# 1087765) is an Investment Advisor Representative working at Commonwealth Financial Network in Lexington, MA and has over 40 years of experience in the finance industry.
Jonathan Marcus (CRD# 5498014) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 15 years of experience in the finance industry. Jonathan Marcus 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.
Jennifer McCarthy (CRD# 3162961) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 24 years of experience in the finance industry.
Timothy Mullin (CRD# 6625865) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 7 years of experience in the finance industry.
Linda Nelson (CRD# 872307) is an Investment Advisor Representative working at Freya Financial Services in Lexington, MA and has over 22 years of experience in the finance industry. Linda Nelson 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.
Carol Newman (CRD# 6173001) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 10 years of experience in the finance industry.
Thomas Ouellette (CRD# 2393313) is an Investment Advisor Representative working at Ouellette Wealth Advisory LLC in Lexington, MA and has over 30 years of experience in the finance industry.
Susan Panduku (CRD# 6855399) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has 1 year of experience in the finance industry. Susan Panduku 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.
Matthew Pasts (CRD# 2132031) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 33 years of experience in the finance industry.
Vilis Pasts (CRD# 357593) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 44 years of experience in the finance industry.