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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
Michael Damon (CRD# 2782038) is an Investment Advisor Representative working at Lincoln Investment in Pembroke, MA and has over 27 years of experience in the finance industry.
Christopher Eklund (CRD# 5895832) is an Investment Advisor Representative working at Capital Analysts in Pembroke, MA and has over 12 years of experience in the finance industry.
Marlean Komar (CRD# 2113245) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pembroke, MA and has over 32 years of experience in the finance industry.
Leo Leydon (CRD# 4121614) is an Investment Advisor Representative working at Financial Focus Asset Management,inc. in Pembroke, MA and has over 23 years of experience in the finance industry.
Andrew Morehouse (CRD# 5159765) is an Investment Advisor Representative working at Santander Securities in Pembroke, MA and has over 17 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 35 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.
Kevin Williams (CRD# 5652915) is an Investment Advisor Representative working at Full Life Financial Planning in Pembroke, MA and has over 15 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.
Charles Zisko (CRD# 1474063) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pembroke, MA and has over 37 years of experience in the finance industry.
Marcus Miller (CRD# 7339646) is an Investment Advisor Representative working at Mainstay Capital in Middleburg, FL and has 7 years of experience in the finance industry. Marcus Miller 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.