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Distance Only Waltham, 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
Deborah Fair (CRD# 4174006) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 19 years of experience in the finance industry.
John Farrell (CRD# 5568673) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 15 years of experience in the finance industry.
Michael Feeney (CRD# 4467525) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 18 years of experience in the finance industry.
David Ferraro (CRD# 5894921) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 7 years of experience in the finance industry. David Ferraro 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 Ferreira (CRD# 5644812) is an Investment Advisor Representative working at Lpl Financial LLC in Waltham, MA and has over 15 years of experience in the finance industry.
Albert Filosa (CRD# 2732718) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 27 years of experience in the finance industry.
Richard Fine (CRD# 5567377) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 15 years of experience in the finance industry. Richard Fine 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.
Jay Finke (CRD# 2159384) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 32 years of experience in the finance industry. Jay Finke 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.
Kevin Flick (CRD# 4433578) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 22 years of experience in the finance industry. Kevin Flick 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.
John Florence (CRD# 2336277) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 25 years of experience in the finance industry.