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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 Glick (CRD# 7559900) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Natick, MA and has 1 year of experience in the finance industry.
Roman Koles (CRD# 5411393) is an Investment Advisor Representative working at Primerica Advisors in Natick, MA and has over 14 years of experience in the finance industry.
Peichi Lo (CRD# 7559457) is an Investment Advisor Representative working at Rheeco, Inc. in Natick, MA and has over 2 years of experience in the finance industry.
Elizabeth O'boyle (CRD# 5580573) is an Investment Advisor Representative working at Advice And Planning Services in Natick, MA and has 1 year of experience in the finance industry.
William Oneill (CRD# 7396734) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 2 years of experience in the finance industry.
Meghan Waclawsky (CRD# 6693430) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Natick, MA and has over 7 years of experience in the finance industry. Meghan Waclawsky 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.
Zaven Yarumian (CRD# 1124759) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Natick, MA and has over 11 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.