-
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
Chad Steiner (CRD# 4546798) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has over 21 years of experience in the finance industry.
Joseph Tischler (CRD# 6327196) is an Investment Advisor Representative working at Parkstone Investments, LLC in Newton, MA and has over 10 years of experience in the finance industry.
Vincent Todd Jr (CRD# 1085899) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 41 years of experience in the finance industry.
Scott Tuxbury (CRD# 2678904) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Newton, MA and has over 14 years of experience in the finance industry.
Kathryn Vaughn (CRD# 2651296) is an Investment Advisor Representative working at Commonwealth Financial Network in Newton, MA and has over 28 years of experience in the finance industry.
Kelly Von Ahn (CRD# 5023981) 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.
Wei Wang (CRD# 4833881) is an Investment Advisor Representative working at Triple Summit Advisors, LLC in Newton, MA and has over 19 years of experience in the finance industry. Wei Wang 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.
Keith Weinstein (CRD# 1360046) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newton, MA and has over 34 years of experience in the finance industry.
Adam West (CRD# 2441585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newton, MA and has over 17 years of experience in the finance industry.
Daniel Whiting (CRD# 5771724) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 13 years of experience in the finance industry.