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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
David Hojlo (CRD# 1319073) is an Investment Advisor Representative working at Global Retirement Partners LLC in Needham, MA and has over 37 years of experience in the finance industry.
Kimberly Howard (CRD# 5246162) is an Investment Advisor Representative working at Kjh Financial Services in Needham, MA and has 1 year of experience in the finance industry. Kimberly Howard 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.
Richard Howell (CRD# 6602725) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 7 years of experience in the finance industry.
Michelle Hoyle (CRD# 2347398) is an Investment Advisor Representative working at Lpl Financial LLC in Needham, MA and has over 30 years of experience in the finance industry. Michelle Hoyle 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 Jacob (CRD# 2894561) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has over 26 years of experience in the finance industry.
Lynn Kaplan (CRD# 867312) is an Investment Advisor Representative working at Capital Analysts in Needham, MA and has over 30 years of experience in the finance industry. Lynn Kaplan 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.
Ely Kaplansky (CRD# 6880329) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Needham, MA and has 1 year of experience in the finance industry.
Yan Katz (CRD# 5677882) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 13 years of experience in the finance industry.
Martin Kofman (CRD# 3146636) is an Investment Advisor Representative working at Avantax Advisory Services in Needham, MA and has over 25 years of experience in the finance industry.
Jennifer Lafrance (CRD# 4071886) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 24 years of experience in the finance industry.