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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
Dylan Presnal (CRD# 7275360) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marlborough, MA and has over 2 years of experience in the finance industry.
Abraham Santos (CRD# 6336377) is an Investment Advisor Representative working at Triton Financial Group, Inc. in Marlborough, MA and has over 6 years of experience in the finance industry.
James Shea (CRD# 7359796) is an Investment Advisor Representative working at Prudential Financial Planning Services in Marlborough, MA and has over 2 years of experience in the finance industry.
Gennady Shuster (CRD# 4989345) is an Investment Advisor Representative working at Prudential Financial Planning Services in Marlborough, MA and has over 18 years of experience in the finance industry.
Daniel Tinsley (CRD# 6132761) is an Investment Advisor Representative working at Commonwealth Financial Network in Marlborough, MA and has over 10 years of experience in the finance industry.
Susan Watson (CRD# 6652502) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marlborough, MA and has over 6 years of experience in the finance industry.
Jing Yang (CRD# 7371012) is an Investment Advisor Representative working at Prudential Financial Planning Services in Marlborough, MA and has over 2 years of experience in the finance industry.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
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.
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.