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Distance Metro area (25 miles)
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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
Christopher Eklund (CRD# 5895832) is an Investment Advisor Representative working at Capital Analysts in Pembroke, MA and has over 7 years of experience in the finance industry.
Marlean Komar (CRD# 2113245) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Pembroke, MA and has over 26 years of experience in the finance industry.
Kevin Williams (CRD# 5652915) is an Investment Advisor Representative working at Capital Analysts in Pembroke, MA and has over 9 years of experience in the finance industry. Kevin Williams 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.
Timothy Brennan (CRD# 6411891) is an Investment Advisor Representative working at Ariadne Wealth Advisors in Pembroke, MA and has over 3 years of experience in the finance industry.
Laura Sweezey (CRD# 1806165) is an Investment Advisor Representative working at Laguna Investment Services in Pembroke, MA and has over 30 years of experience in the finance industry. Laura Sweezey 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.
Leo Leydon (CRD# 4121614) is an Investment Advisor Representative working at Financial Focus Asset Management,inc. in Pembroke, MA and has over 18 years of experience in the finance industry.
Jerome Sullivan (CRD# 5222623) is an Investment Advisor Representative working at Financial Focus Asset Management,inc. in Pembroke, MA and has over 11 years of experience in the finance industry.
We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
1. Organization
2. Advice & Planning
3. Accountability
Our primary way to accomplish this is by using our technology to get you organized, developing a comprehensive living financial strategy, and keeping you accountable to your plans and goals.
We deliver this through a team of professionals: planners, CPAs, Attorneys, Realtors, Banking Specialists, healthcare and Medicare experts all coordinating your plan into something that works harmoniously...
Patrick Cote, CFA® (CRD# 5189191) is an Investment Advisor Representative working at Assetgrade, LLC in Boston, MA and has over 20 years of experience in the finance industry.