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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
Lawrence Allen (CRD# 2576327) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in North Andover, MA and has over 29 years of experience in the finance industry.
James Altschuler (CRD# 2641104) is an Investment Advisor Representative working at Rwa Wealth Partners in Lexington, MA and has over 28 years of experience in the finance industry. James Altschuler 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.
Jason Alvarez De Sotomayor (CRD# 5304405) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 16 years of experience in the finance industry. Jason Alvarez De Sotomayor 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 Alves (CRD# 5240692) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Malden, MA and has over 16 years of experience in the finance industry.
Annalea Ambraziejus (CRD# 6808426) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 5 years of experience in the finance industry.
Brian Amper (CRD# 4401674) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 22 years of experience in the finance industry. Brian Amper 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.
Peter Andersen (CRD# 2397678) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Manchester-by-the-Sea, MA and has 1 year of experience in the finance industry.
Eric Anderson (CRD# 4686097) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Gloucester, MA and has over 20 years of experience in the finance industry. Eric Anderson 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.
Janelle Anderson (CRD# 4217814) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 23 years of experience in the finance industry.
Kenneth Anding (CRD# 2098779) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 32 years of experience in the finance industry.