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Distance Only Wakefield, 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
Matthew Breuer (CRD# 7496297) is an Investment Advisor Representative working at Bowditch Advisory Services, LP in Wakefield, MA and has over 2 years of experience in the finance industry.
Brendan Burke (CRD# 2243957) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wakefield, MA and has over 28 years of experience in the finance industry.
Dana Calabrese (CRD# 5658097) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 14 years of experience in the finance industry.
Stephen Camarro (CRD# 7647689) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wakefield, MA and has 1 year of experience in the finance industry.
Colby Crogan (CRD# 5582730) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has over 15 years of experience in the finance industry.
Jacob Dickson (CRD# 7658751) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has 1 year of experience in the finance industry.
Michael Dugal (CRD# 7230121) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 3 years of experience in the finance industry. Michael Dugal 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.
Gregg Dunkel (CRD# 5665349) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wakefield, MA and has over 2 years of experience in the finance industry.
Sybil Durgin (CRD# 4030318) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has over 16 years of experience in the finance industry. Sybil Durgin 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.
Kelly Fagan (CRD# 6191972) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has over 10 years of experience in the finance industry.