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Distance Only Lynnfield, MA
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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
Stephen Ahern (CRD# 2926249) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 26 years of experience in the finance industry. Stephen Ahern 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.
Paul Bergeron (CRD# 2525488) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnfield, MA and has over 28 years of experience in the finance industry. Paul Bergeron 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.
Richard Biagiotti (CRD# 1721566) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnfield, MA and has over 36 years of experience in the finance industry. Richard Biagiotti 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.
Benjamin Brayshaw (CRD# 4562245) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lynnfield, MA and has over 21 years of experience in the finance industry.
Michael Callahan (CRD# 4649835) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 18 years of experience in the finance industry.
Kevin Douglass (CRD# 71041) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnfield, MA and has over 17 years of experience in the finance industry.
Robert Ellison (CRD# 2717744) is an Investment Advisor Representative working at Commonwealth Financial Network in Lynnfield, MA and has over 28 years of experience in the finance industry.
Laurie Faille (CRD# 4732547) 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. Laurie Faille 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.
Joseph Fodera (CRD# 4988614) is an Investment Advisor Representative working at Dba Joseph Fodera in Lynnfield, MA and has over 18 years of experience in the finance industry.
Michael Giannattasio (CRD# 841058) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnfield, MA and has over 38 years of experience in the finance industry.