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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
David Almquist (CRD# 4998699) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Boston, MA and has over 17 years of experience in the finance industry.
Carl Aloupis Jr (CRD# 4143129) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 23 years of experience in the finance industry.
Laura Alspaugh (CRD# 873533) is an Investment Advisor Representative working at Kaleel Investment Advisors, LLC in Boston, MA and has over 7 years of experience in the finance industry.
Luigi Altieri (CRD# 4046055) is an Investment Advisor Representative working at Trust Advisory Group Ltd in West Newton, MA and has over 24 years of experience in the finance industry.
James Altschuler (CRD# 2641104) is an Investment Advisor Representative working at Rwa Wealth Partners in Lexington, MA and has over 28 years of experience in the finance industry. James Altschuler 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.
Rafael Alvarez (CRD# 1620520) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 36 years of experience in the finance industry.
Jason Alvarez De Sotomayor (CRD# 5304405) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 16 years of experience in the finance industry. Jason Alvarez De Sotomayor 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.
David Alves (CRD# 5240692) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Malden, MA and has over 16 years of experience in the finance industry.
Bryan Amandolare (CRD# 4013823) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 23 years of experience in the finance industry.
Elizabeth Amarillo (CRD# 5746176) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 13 years of experience in the finance industry.