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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
Peter Kronberg (CRD# 5983501) is an Investment Advisor Representative working at Proficio Capital Partners LLC in Newton, MA and has over 11 years of experience in the finance industry.
Lauris Lambergs (CRD# 4001420) is an Investment Advisor Representative working at Renaissance Wealth Advisors, LLC in Newton, MA and has over 24 years of experience in the finance industry.
Jeffrey Levine (CRD# 5577554) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Newton, MA and has over 9 years of experience in the finance industry.
Jonathan Loer (CRD# 2725999) is an Investment Advisor Representative working at Renaissance Wealth Advisors, LLC in Newton, MA and has over 28 years of experience in the finance industry. Jonathan Loer 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.
Jacques Lucchesi (CRD# 4298804) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newton, MA and has over 22 years of experience in the finance industry.
Michael Mufson (CRD# 4875863) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has 1 year of experience in the finance industry.
Joann Napoli-Winant (CRD# 2322928) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has over 30 years of experience in the finance industry.
Frederick Offenberg (CRD# 710473) is an Investment Advisor Representative working at Clemensen Capital Company LLC in Newton, MA and has over 24 years of experience in the finance industry.
John Orthman (CRD# 1634189) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has over 37 years of experience in the finance industry.
Lance Pan (CRD# 4747974) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has 1 year of experience in the finance industry.