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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
James Almquist (CRD# 6609309) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Briantree, MA and has over 7 years of experience in the finance industry. James Almquist 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.
Andrew Almy (CRD# 2778449) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 27 years of experience in the finance industry.
Carl Aloupis Jr (CRD# 4143129) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 24 years of experience in the finance industry.
Laura Alspaugh (CRD# 873533) is an Investment Advisor Representative working at Kaleel Investment Advisors, LLC in Boston, MA and has over 7 years of experience in the finance industry.
Lynne Alter (CRD# 6094196) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 11 years of experience in the finance industry.
Luigi Altieri (CRD# 4046055) is an Investment Advisor Representative working at Trust Advisory Group Ltd in West Newton, MA and has over 24 years of experience in the finance industry.
James Altschuler (CRD# 2641104) is an Investment Advisor Representative working at Rwa Wealth Partners in Lexington, MA and has over 28 years of experience in the finance industry. James Altschuler 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.
Avedis Altunian (CRD# 5501243) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 14 years of experience in the finance industry.
Andrew Alvarez (CRD# 5570564) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 15 years of experience in the finance industry.
Molly Alvarez (CRD# 4840002) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 19 years of experience in the finance industry.