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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
Anna Byrne (CRD# 4432877) is an Investment Advisor Representative working at Kendall Wealth LLC in Randolph, MA and has over 22 years of experience in the finance industry.
Paul Cuomo (CRD# 1454072) is an Investment Advisor Representative working at Citizens Securities, Inc. in Randolph, MA and has over 36 years of experience in the finance industry.
John Davis (CRD# 1017152) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Randolph, MA and has over 41 years of experience in the finance industry.
Ronald Finer (CRD# 5594195) is an Investment Advisor Representative working at Finer & Finer, Cpa's in Randolph, MA and has 1 year of experience in the finance industry.
Stanley Finer (CRD# 5594200) is an Investment Advisor Representative working at Finer & Finer, Cpa's in Randolph, MA and has 1 year of experience in the finance industry.
Peter Fredericksen (CRD# 4902242) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Randolph, MA and has over 17 years of experience in the finance industry.
Susan Harkin (CRD# 4267823) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Randolph, MA and has over 23 years of experience in the finance industry.
Linh Nguyen (CRD# 7565373) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Randolph, MA and has 1 year 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.