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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
Samuel Baldwin (CRD# 4023974) is an Investment Advisor Representative working at Signator Investors, Inc. in Sudbury, MA and has over 18 years of experience in the finance industry. Samuel Baldwin 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.
Travis Gross (CRD# 4715973) is an Investment Advisor Representative working at Santander Securities in Sudbury, MA and has over 12 years of experience in the finance industry. Travis Gross 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.
Robert Langway (CRD# 2065127) is an Investment Advisor Representative working at Langway Capital Management in Sudbury, MA and has over 27 years of experience in the finance industry. Robert Langway 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.
Theresa Rosen (CRD# 1530145) is an Investment Advisor Representative working at Commonwealth Financial Network in Sudbury, MA and has over 31 years of experience in the finance industry. Theresa Rosen 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.
Ira Sager (CRD# 4826397) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Sudbury, MA and has over 13 years of experience in the finance industry. Ira Sager 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.
William Spencer (CRD# 800707) is an Investment Advisor Representative working at Signator Investors, Inc. in Sudbury, MA and has over 25 years of experience in the finance industry.
William Spencer (CRD# 4753830) is an Investment Advisor Representative working at Signator Investors, Inc. in Sudbury, MA and has over 12 years of experience in the finance industry. William Spencer 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.
Murray Dropkin (CRD# 4640737) is an Investment Advisor Representative working at Murray Dropkin, LLC in Sudbury, MA and has over 14 years of experience in the finance industry.
Howard Goldstein (CRD# 3222171) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sudbury, MA and has over 18 years of experience in the finance industry.
Michael Kalina (CRD# 5256812) is an Investment Advisor Representative working at Axa Advisors, LLC in Sudbury, MA and has over 10 years of experience in the finance industry.