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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
Robert Abendroth (CRD# 6401139) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 9 years of experience in the finance industry.
Danya Abrams (CRD# 6371217) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has 1 year of experience in the finance industry.
Jacques Abrams (CRD# 2570107) is an Investment Advisor Representative working at Abrams Financial Management in Wellesley, MA and has over 29 years of experience in the finance industry. Jacques Abrams 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.
Raymond Acchione (CRD# 4124104) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 22 years of experience in the finance industry.
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.
Ariel Acuna (CRD# 2547890) is an Investment Advisor Representative working at Ltg Capital LLC in Newton, MA and has over 29 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.