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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
Gary Peters (CRD# 1268315) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 39 years of experience in the finance industry.
Nicholas Peters (CRD# 5969157) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 3 years of experience in the finance industry.
Gregory Pinto (CRD# 2125752) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 33 years of experience in the finance industry. Gregory Pinto 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.
Mark Poitras (CRD# 4913307) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 18 years of experience in the finance industry.
Richard Poitras (CRD# 364985) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 25 years of experience in the finance industry.
Rosemarie Ranzie (CRD# 5236178) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 16 years of experience in the finance industry.
John Reeder (CRD# 1425381) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 38 years of experience in the finance industry.
Robert Rice (CRD# 2786807) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 26 years of experience in the finance industry. Robert Rice 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.
Daniel Ringer (CRD# 5256318) is an Investment Advisor Representative working at Breakwater Financial, LLC in Needham, MA and has over 17 years of experience in the finance industry. Daniel Ringer 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.
Joseph Rofino (CRD# 6057255) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 11 years of experience in the finance industry.