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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
Steven Goodman (CRD# 1826850) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 35 years of experience in the finance industry. Steven Goodman 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.
Donald Gottfried (CRD# 5355884) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 16 years of experience in the finance industry. Donald Gottfried 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.
David Griswold (CRD# 3256536) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 24 years of experience in the finance industry.
Michael Gross (CRD# 6364261) is an Investment Advisor Representative working at Rising Tides Financial, LLC in Needham, MA and has over 9 years of experience in the finance industry. Michael Gross 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.
Thomas Harmon (CRD# 1958463) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 34 years of experience in the finance industry.
Brendan Hayes (CRD# 3197327) is an Investment Advisor Representative working at Armstrong Advisory Group Inc. in Needham, MA and has over 22 years of experience in the finance industry.
William Herrick (CRD# 1308725) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 37 years of experience in the finance industry.
Simon Heslop (CRD# 2619297) is an Investment Advisor Representative working at Fsa Wealth Management, LLC in Needham, MA and has over 9 years of experience in the finance industry.
Patrick Hinton (CRD# 3109398) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 25 years of experience in the finance industry. Patrick Hinton 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.