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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 Heather (CRD# 4804152) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Natick, MA and has over 15 years of experience in the finance industry.
Mark Kaizerman (CRD# 1556414) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Natick, MA and has over 37 years of experience in the finance industry. Mark Kaizerman 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.
Ashley Koles (CRD# 5651736) is an Investment Advisor Representative working at Primerica Advisors in Natick, MA and has over 10 years of experience in the finance industry.
Timothy Le Pain (CRD# 1063308) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Natick, MA and has over 40 years of experience in the finance industry.
Jason Mackey (CRD# 6861398) is an Investment Advisor Representative working at Primerica Advisors in Natick, MA and has over 6 years of experience in the finance industry.
William Mahony (CRD# 4578876) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 21 years of experience in the finance industry.
Ron Mastrangelo (CRD# 2194267) is an Investment Advisor Representative working at Commonwealth Financial Network in Natick, MA and has over 32 years of experience in the finance industry.
David O'brien (CRD# 2722690) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 27 years of experience in the finance industry. David O'brien 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.
Matthew Priore (CRD# 6432862) is an Investment Advisor Representative working at Priore Investments in Natick, MA and has over 9 years of experience in the finance industry.
Anthony Psikarakis (CRD# 3133174) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Natick, MA and has over 25 years of experience in the finance industry.