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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
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.
Christopher Pazienza (CRD# 4162524) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 23 years of experience in the finance industry. Christopher Pazienza 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.
Laura Peeke (CRD# 4603733) is an Investment Advisor Representative working at Commonwealth Financial Network in Lexington, MA and has over 21 years of experience in the finance industry.
Timothy Picciott (CRD# 5535180) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 15 years of experience in the finance industry. Timothy Picciott 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.
Gary Pomerantz (CRD# 4757495) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has 1 year of experience in the finance industry. Gary Pomerantz 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.
Kristine Porcaro (CRD# 2458485) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 29 years of experience in the finance industry.
Andrew Richardt (CRD# 2791051) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 25 years of experience in the finance industry. Andrew Richardt 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.
Philip Sagan (CRD# 4752693) is an Investment Advisor Representative working at Philip J. Sagan Financial Consulting, Inc. in Lexington, MA and has 1 year of experience in the finance industry. Philip Sagan 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.
Alfred Salvato (CRD# 2518017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lexington, MA and has over 29 years of experience in the finance industry.
Philip Sartori (CRD# 1387564) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 38 years of experience in the finance industry.