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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
Nicholas Latham (CRD# 7347765) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has over 2 years of experience in the finance industry.
Amy Madden (CRD# 7428288) 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.
Anthony Mancini (CRD# 7429754) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 2 years of experience in the finance industry.
Paul Matheson (CRD# 4300482) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Wakefield, MA and has over 19 years of experience in the finance industry. Paul Matheson 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.
Joseph McManus (CRD# 6907731) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has over 6 years of experience in the finance industry.
Robert McNamara (CRD# 1360078) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has over 37 years of experience in the finance industry.
Joseph Miller (CRD# 6618075) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has over 8 years of experience in the finance industry.
Ana Panori (CRD# 6448908) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has over 9 years of experience in the finance industry.
Kimberly Pepoli (CRD# 7396766) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has 1 year of experience in the finance industry.
Fabiana Pereira (CRD# 6653691) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 6 years of experience in the finance industry.