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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
Valerie Borges (CRD# 7568943) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reading, MA and has 1 year of experience in the finance industry.
Silas Deoliveira (CRD# 7479618) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reading, MA and has 1 year of experience in the finance industry.
David Gagnon (CRD# 7307090) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Reading, MA and has over 3 years of experience in the finance industry.
Samuel Grant (CRD# 6353388) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 9 years of experience in the finance industry.
Anthony McMullen (CRD# 4964511) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 18 years of experience in the finance industry.
Lauren Tullos (CRD# 7497364) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 2 years of experience in the finance industry.
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 19 years of experience in the finance industry. Cynthia Pellegrino 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...
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
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.