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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
John Huntington (CRD# 801986) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has over 32 years of experience in the finance industry.
Ichiro Ishiguro (CRD# 6521272) is an Investment Advisor Representative working at Balanstone, LLC in Newton, MA and has 1 year of experience in the finance industry.
Vikas Issar (CRD# 6572033) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has over 8 years of experience in the finance industry.
Lyman Jackson (CRD# 1263219) is an Investment Advisor Representative working at Financial Planning Solutions, LLC in Newton, MA and has over 39 years of experience in the finance industry. Lyman Jackson 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.
Kellie Jacques (CRD# 4029794) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newton, MA and has over 24 years of experience in the finance industry. Kellie Jacques 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.
Lisa Joyce (CRD# 5447529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 15 years of experience in the finance industry.
Lawrence Kaplan (CRD# 5671066) is an Investment Advisor Representative working at Lpl Financial LLC in Newton, MA and has over 11 years of experience in the finance industry.
Susan Kaplan (CRD# 2181100) is an Investment Advisor Representative working at Lpl Financial LLC in Newton, MA and has over 32 years of experience in the finance industry. Susan 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.
William Keeney (CRD# 3082733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 25 years of experience in the finance industry.
Scott Korn (CRD# 4489506) is an Investment Advisor Representative working at Lpl Financial LLC in Newton, MA and has over 13 years of experience in the finance industry.