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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
John Gregorio (CRD# 4060042) is an Investment Advisor Representative working at Commonwealth Financial Network in Lynnfield, MA and has over 24 years of experience in the finance industry.
Peter Kalafa (CRD# 1737699) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnfield, MA and has over 34 years of experience in the finance industry. Peter Kalafa 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.
Kevin Kenny (CRD# 2322408) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 31 years of experience in the finance industry.
John Meklis (CRD# 3039298) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lynnfield, MA and has over 25 years of experience in the finance industry.
Nishan Mootafian (CRD# 2240292) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lynnfield, MA and has over 31 years of experience in the finance industry.
Timothy Mortellite (CRD# 2284605) is an Investment Advisor Representative working at Timothy Charles Financial, LLC in Lynnfield, MA and has over 30 years of experience in the finance industry.
Christopher Noble (CRD# 5338016) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lynnfield, MA and has over 13 years of experience in the finance industry.
Patrick Pirone (CRD# 1448190) is an Investment Advisor Representative working at Commonwealth Financial Network in Lynnfield, MA and has over 27 years of experience in the finance industry.
Lawrence Ragone (CRD# 840231) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lynnfield, MA and has over 29 years of experience in the finance industry.
Kimberly Ratcliffe (CRD# 4482911) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Lynnfield, MA and has 1 year of experience in the finance industry.