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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 Sweetland (CRD# 3197140) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Marblehead, MA and has over 23 years of experience in the finance industry. Andrew Sweetland 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.
Daniel Wanzenberg (CRD# 2524671) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 28 years of experience in the finance industry.
Jordi Bakovic-Quiroga (CRD# 7555375) is an Investment Advisor Representative working at Tqm Wealth Partners in Marblehead, MA and has 1 year of experience in the finance industry. Jordi Bakovic-Quiroga 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.
Ryan Beaudoin (CRD# 7181051) is an Investment Advisor Representative working at Edward Jones in Marblehead, MA and has 1 year of experience in the finance industry.
Brian McCarren (CRD# 2454062) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marblehead, MA and has over 19 years of experience in the finance industry. Brian McCarren 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.
Miguel Rios Amurrio (CRD# 7375891) is an Investment Advisor Representative working at Tqm Wealth Partners in Marblehead, MA and has over 2 years of experience in the finance industry. Miguel Rios Amurrio 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.
Marcus Miller (CRD# 7339646) is an Investment Advisor Representative working at Mainstay Capital in Middleburg, FL and has 7 years of experience in the finance industry. Marcus Miller 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.