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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
John Ollquist (CRD# 839716) is an Investment Advisor Representative working at Exchange Place Advisors, LLC in Sudbury, MA and has over 39 years of experience in the finance industry.
Thomas Padovano (CRD# 1341850) is an Investment Advisor Representative working at Exchange Place Advisors, LLC in Sudbury, MA and has over 39 years of experience in the finance industry.
Theresa Rosen (CRD# 1530145) is an Investment Advisor Representative working at Commonwealth Financial Network in Sudbury, MA and has over 37 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 Optimal Wealth in Sudbury, MA and has over 19 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# 4753830) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sudbury, MA and has over 18 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.
Andrew Sullivan (CRD# 2989616) is an Investment Advisor Representative working at Cio Wealth Management, Inc. in Sudbury, MA and has over 26 years of experience in the finance industry. Andrew 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.
Gene Barton (CRD# 7608781) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sudbury, MA and has 1 year of experience in the finance industry.
Matthew Canning (CRD# 7600416) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sudbury, MA and has 1 year of experience in the finance industry.
Justin Desantis (CRD# 5750676) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Sudbury, MA and has over 3 years of experience in the finance industry.
Alex Rakatansky (CRD# 7772612) is an Investment Advisor Representative working at Commonwealth Financial Network in Sudbury, MA and has 1 year of experience in the finance industry.