-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gavin Morrissey (CRD# 3220462) is an Investment Advisor Representative working at Fsa Wealth Management, LLC in Needham, MA and has over 24 years of experience in the finance industry.
James Nolan (CRD# 5367559) is an Investment Advisor Representative working at Natixis Advisors, LLC in Needham, MA and has over 16 years of experience in the finance industry. James Nolan 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.
Coley Odonnell (CRD# 4550895) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 20 years of experience in the finance industry.
Olga Okaty (CRD# 5493555) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 15 years of experience in the finance industry.
Ashley Ott (CRD# 6094364) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 9 years of experience in the finance industry.
Richard Paine (CRD# 1610523) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 37 years of experience in the finance industry.
Christian Parker (CRD# 3182647) is an Investment Advisor Representative working at Wells Fargo Advisors in Needham, MA and has over 25 years of experience in the finance industry.
Lori Patterson (CRD# 3206154) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 23 years of experience in the finance industry.
Stephen Peck (CRD# 1057851) is an Investment Advisor Representative working at Stephen H. Peck Employee Benefits Solutions in Needham, MA and has over 41 years of experience in the finance industry.
Galina Pekurovskaya (CRD# 5986713) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 12 years of experience in the finance industry.