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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
James Desisto (CRD# 4726069) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Millis, MA and has over 20 years of experience in the finance industry.
Robert Matson (CRD# 1028134) is an Investment Advisor Representative working at Lpl Financial LLC in Millis, MA and has over 42 years of experience in the finance industry.
Michael O'keeffe (CRD# 5086632) is an Investment Advisor Representative working at Mok Financial Planning & Tax, Inc. in Millis, MA and has over 18 years of experience in the finance industry.
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.
Gregory Abate (CRD# 5158798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 17 years of experience in the finance industry.
Rebecca Abbatamarco-Boisclair (CRD# 4030542) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumberland, RI and has over 24 years of experience in the finance industry.
Christopher Abbate (CRD# 6230536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 10 years of experience in the finance industry.
Joseph Abbate (CRD# 836683) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 39 years of experience in the finance industry.