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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
David Randall (CRD# 1942890) is an Investment Advisor Representative working at Lpl Financial LLC in Stoughton, MA and has over 34 years of experience in the finance industry. David Randall 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.
Michele Russell (CRD# 3246030) is an Investment Advisor Representative working at Ceres Financial Group, Inc. in Stoughton, MA and has over 24 years of experience in the finance industry. Michele Russell 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.
Paul Stone (CRD# 3228094) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 24 years of experience in the finance industry.
Matthew White (CRD# 7028587) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stoughton, MA and has over 5 years of experience in the finance industry.
Selton Carvalho Soares (CRD# 7523461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stoughton, MA and has 1 year of experience in the finance industry.
Marcus Miller (CRD# 7339646) is an Investment Advisor Representative working at Mainstay Capital in Middleburg, FL and has 7 years of experience in the finance industry. Marcus Miller 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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.
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.
Gregory Abate (CRD# 5158798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 17 years of experience in the finance industry.
Rebecca Abbatamarco-Boisclair (CRD# 4030542) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumberland, RI and has over 24 years of experience in the finance industry.