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Distance Only Newton, MA
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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
Ronald Gallagher (CRD# 4204165) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 23 years of experience in the finance industry.
Michele Gasper (CRD# 5300208) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 17 years of experience in the finance industry.
Andrew Holmes (CRD# 7137994) is an Investment Advisor Representative working at Financial Planning Solutions, LLC in Newton, MA and has over 4 years of experience in the finance industry.
Brendan Horrocks (CRD# 7565528) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has 1 year of experience in the finance industry.
Jeffrey Jacobs (CRD# 2084513) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 33 years of experience in the finance industry.
Saurin Makim (CRD# 7589943) is an Investment Advisor Representative working at Baystate Wealth Advisors LLC in Newton, MA and has 1 year of experience in the finance industry.
Beau Marshall (CRD# 7178838) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 2 years of experience in the finance industry.
Katsiaryna Mosquera (CRD# 7406531) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 2 years of experience in the finance industry.
Aditya Nathan (CRD# 7383145) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 2 years of experience in the finance industry.
Ryan O'connor (CRD# 7318021) is an Investment Advisor Representative working at Sterling Oak Advisors in Boston, MA and has over 3 years of experience in the finance industry.