-
Distance Only Newton, MA
-
COMPENSATION Either
-
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.
Brian Lannigan (CRD# 1586832) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 30 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.
Dana Levit (CRD# 4551389) is an Investment Advisor Representative working at Paragon Financial Advisors in Newton, MA and has over 23 years of experience in the finance industry. Dana Levit 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.
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.
Edward McAuliffe (CRD# 1850077) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 32 years of experience in the finance industry.
Deborah McCulloch (CRD# 6212008) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 9 years of experience in the finance industry.
Lawrence Miller (CRD# 5576273) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Newton, MA and has over 14 years of experience in the finance industry.