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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
Carolina Acurio (CRD# 4441672) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 17 years of experience in the finance industry.
Amanda Adams (CRD# 6905985) is an Investment Advisor Representative working at Edward Jones in North Attleboro, MA and has over 6 years of experience in the finance industry.
Claire Adams (CRD# 1257320) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 39 years of experience in the finance industry. Claire Adams 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.
Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 17 years of experience in the finance industry. Kelli Adams 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.
Neil Adams (CRD# 5797685) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Wellesley, MA and has over 12 years of experience in the finance industry.
Ashley Agnew (CRD# 6405198) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 5 years of experience in the finance industry.
Susan Ahern-Wiercinski (CRD# 1075391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 41 years of experience in the finance industry. Susan Ahern-Wiercinski 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.
Kashif Ahmed (CRD# 4800764) is an Investment Advisor Representative working at Lpl Financial LLC in Bedford, MA and has over 19 years of experience in the finance industry. Kashif Ahmed 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.
Wendy Aimola (CRD# 6581298) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 8 years of experience in the finance industry.
Jonathan Albano (CRD# 3007194) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 20 years of experience in the finance industry. Jonathan Albano 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.