-
Distance Only Newtonville, 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
Deborah Levenson (CRD# 5293654) is an Investment Advisor Representative working at Levenson Wealth LLC in Newtonville, MA and has 1 year of experience in the finance industry. Deborah Levenson 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.
Nathan Zielonka (CRD# 5261802) is an Investment Advisor Representative working at Avantax Advisory Services in Newtonville, MA and has over 17 years of experience in the finance industry.
Malcolm Alexandre (CRD# 6605018) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jamaica Plain, MA and has 1 year of experience in the finance industry.
Hamid Omid (CRD# 2181498) is an Investment Advisor Representative working at Mutual Advisors, LLC in Newtonville, MA and has over 31 years of experience in the finance industry. Hamid Omid 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.
Kaled Rocha (CRD# 7184159) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newtonville, MA and has over 4 years of experience in the finance industry.