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Distance Only Springfield, MA
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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
Jonathan Williamson (CRD# 4329014) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 23 years of experience in the finance industry.
Vincent Winans (CRD# 6125553) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 11 years of experience in the finance industry.
Marcia Wooley (CRD# 2923813) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 24 years of experience in the finance industry. Marcia Wooley 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.
August Wossner (CRD# 1999245) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 32 years of experience in the finance industry.
Robert Young (CRD# 828767) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MA and has over 43 years of experience in the finance industry.
David Avery (CRD# 4015103) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 24 years of experience in the finance industry.
John Bonatakis (CRD# 1123195) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Springfield, MA and has over 40 years of experience in the finance industry. John Bonatakis 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.
Rory Brown (CRD# 5281150) is an Investment Advisor Representative working at Morgan Stanley in Springfield, MA and has over 2 years of experience in the finance industry.
Tina Chandler (CRD# 5401524) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Springfield, MA and has over 12 years of experience in the finance industry.
Danielle Couture (CRD# 6962966) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has 1 year of experience in the finance industry.