-
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
Oliver Scholle (CRD# 2449478) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 30 years of experience in the finance industry.
Jennifer Shepley (CRD# 4025241) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 24 years of experience in the finance industry. Jennifer Shepley 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.
Philip Sher (CRD# 1457079) is an Investment Advisor Representative working at The Sher Wealth Management Group in Needham, MA and has over 26 years of experience in the finance industry. Philip Sher 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.
Zvi Shtifter (CRD# 4641491) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 21 years of experience in the finance industry.
John Simeone (CRD# 2203030) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Needham, MA and has over 32 years of experience in the finance industry.
Malik Smith (CRD# 5068263) is an Investment Advisor Representative working at Commons Capital, LLC in Needham, MA and has over 8 years of experience in the finance industry.
Kristen Springer (CRD# 4876188) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 17 years of experience in the finance industry.
Andrea Stackland-Winterer (CRD# 4211332) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 23 years of experience in the finance industry. Andrea Stackland-Winterer 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 Stanzler (CRD# 2839691) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has over 9 years of experience in the finance industry.
Eric Steiman (CRD# 5596744) is an Investment Advisor Representative working at Clearbrook Capital Advisors LLC in Needham, MA and has over 10 years of experience in the finance industry.