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Distance Only Stoneham, 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
Wilfred Smyly (CRD# 4208652) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Stoneham, MA and has over 5 years of experience in the finance industry.
Jeanne Sullivan (CRD# 1887387) is an Investment Advisor Representative working at Financially In Tune in Stoneham, MA and has over 35 years of experience in the finance industry. Jeanne Sullivan 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.
Kevin Sullivan (CRD# 4324741) is an Investment Advisor Representative working at Lpl Financial LLC in Stoneham, MA and has over 21 years of experience in the finance industry.
Tara Vary (CRD# 5772580) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Stoneham, MA and has over 10 years of experience in the finance industry.
Thomas Wade (CRD# 1097200) is an Investment Advisor Representative working at Devonshire Asset Management, Inc. in Stoneham, MA and has over 41 years of experience in the finance industry. Thomas Wade 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.
Anthony Zizza (CRD# 1542203) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Stoneham, MA and has over 34 years of experience in the finance industry.
Alex Aborn (CRD# 7625126) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stoneham, MA and has 1 year of experience in the finance industry.