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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
Rebekah Pennell (CRD# 6755333) is an Investment Advisor Representative working at Creative Planning in Southborough, MA and has over 7 years of experience in the finance industry.
Peter Shimkus (CRD# 422174) is an Investment Advisor Representative working at Shimkus, Peter E in Southborough, MA and has over 42 years of experience in the finance industry.
Justin Slattery (CRD# 5161115) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southborough, MA and has over 10 years of experience in the finance industry.
Andrew Vernazza (CRD# 4384273) is an Investment Advisor Representative working at Creative Planning in Southborough, MA and has over 22 years of experience in the finance industry.
Matthew Berger (CRD# 5747431) is an Investment Advisor Representative working at Crescent Lake Advisors in Southborough, MA and has over 4 years of experience in the finance industry.
Derek Fairchild (CRD# 6731667) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southborough, MA and has over 7 years of experience in the finance industry.
Ayan Hom Chaudhuri (CRD# 6849095) is an Investment Advisor Representative working at Qalqulus, LLC in Southborough, MA and has over 8 years of experience in the finance industry.
Bruce Hulme (CRD# 1186144) is an Investment Advisor Representative working at Bortolussi Wealth Management, Inc. in Southborough, MA and has over 21 years of experience in the finance industry.
Danielle Leary (CRD# 5108858) is an Investment Advisor Representative working at Bortolussi Wealth Management, Inc. in Southborough, MA and has 1 year of experience in the finance industry.
Jay Lind (CRD# 4425757) is an Investment Advisor Representative working at Commonwealth Financial Network in Southborough, MA and has 1 year of experience in the finance industry.