Distance Only Newton Lower Falls, MA
- 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
Peter Smith (CRD# 5159621) is an Investment Advisor Representative working at Commonwealth Financial Network in Hingham, MA and has over 8 years of experience in the finance industry. Peter Smith 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.
Jason Tholander (CRD# 4259088) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton Lower Falls, MA and has over 19 years of experience in the finance industry.