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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
Andrew Wetzel (CRD# 4505203) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Lynnfield, MA and has over 21 years of experience in the finance industry.
Daniel Carignan (CRD# 7382746) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnfield, MA and has 1 year of experience in the finance industry.
Michael Desclos (CRD# 7218638) 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. Michael Desclos 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.
Nicholas Forgione (CRD# 7841661) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has 1 year of experience in the finance industry.
Georgios Liakakis (CRD# 7222288) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 3 years of experience in the finance industry.
Samanda Morales (CRD# 7839891) is an Investment Advisor Representative working at Wellfin360 in Lynnfield, MA and has 1 year of experience in the finance industry.
William O'brien (CRD# 1408218) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Lynnfield, MA and has over 38 years of experience in the finance industry.
Corey Pomerleau (CRD# 7320445) 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. Corey Pomerleau 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.
Christine Schwartz (CRD# 7350491) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnfield, MA and has over 2 years of experience in the finance industry.
Matthew Stead (CRD# 7175638) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 4 years of experience in the finance industry.