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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
Adam Souliere (CRD# 6123849) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 2 years of experience in the finance industry.
Willard Umphrey (CRD# 451556) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 44 years of experience in the finance industry.
William Beckett (CRD# 6021358) is an Investment Advisor Representative working at Pear Tree Partners, LP in Lincoln, MA and has over 4 years of experience in the finance industry.
Alex Chown (CRD# 7174891) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has 1 year of experience in the finance industry.
Brandon Johnson (CRD# 7192629) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 4 years of experience in the finance industry.
Anna Kastrilevich (CRD# 7193947) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 4 years of experience in the finance industry.
John McClellan (CRD# 6623538) is an Investment Advisor Representative working at Pear Tree Partners, LP in Lincoln, MA and has over 7 years of experience in the finance industry.
Caleb Powers (CRD# 4431243) is an Investment Advisor Representative working at Pear Tree Partners, LP in Lincoln, MA and has over 22 years of experience in the finance industry.
Chuning Wang (CRD# 7188211) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in Lincoln, MA and has over 3 years of experience in the finance industry.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...