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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
Kevin Losty (CRD# 4023966) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Stow, MA and has over 23 years of experience in the finance industry.
Taylor Morrison (CRD# 4661142) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stow, MA and has over 15 years of experience in the finance industry. Taylor Morrison 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.
Stephen Piotte (CRD# 4888419) is an Investment Advisor Representative working at Avantax Advisory Services in Stow, MA and has over 18 years of experience in the finance industry.
Adam Sureau (CRD# 5712679) is an Investment Advisor Representative working at Okemo Capital Management, LLC in Stow, MA and has over 14 years of experience in the finance industry.
Ruslan Burshteyn (CRD# 7747020) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Stow, MA and has 1 year of experience in the finance industry.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
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.
James Abagis (CRD# 1388001) is an Investment Advisor Representative working at Tcg Wealth Management in Nashua, NH and has over 38 years of experience in the finance industry.