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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
Joseph McGraw (CRD# 328036) is an Investment Advisor Representative working at Yankee Advisers, LLC in Wayland, MA and has over 44 years of experience in the finance industry.
Mark McGraw (CRD# 4372679) is an Investment Advisor Representative working at Yankee Advisers, LLC in Wayland, MA and has over 18 years of experience in the finance industry.
John Murtagh (CRD# 7023915) is an Investment Advisor Representative working at The Clifford Group LLC in Wayland, MA and has over 5 years of experience in the finance industry.
Benjamin Packer (CRD# 6215576) is an Investment Advisor Representative working at Sei Investments Management Corp in Wayland, MA and has over 10 years of experience in the finance industry.
Lee Paresky (CRD# 5106882) is an Investment Advisor Representative working at Commonwealth Financial Network in Wayland, MA and has 1 year of experience in the finance industry.
Adrienne Snapp (CRD# 4329926) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wayland, MA and has over 23 years of experience in the finance industry.
Phillip Wong (CRD# 2181493) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wayland, MA and has over 28 years of experience in the finance industry.
Christine Theroux (CRD# 2100820) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wayland, MA and has over 33 years of experience in the finance industry. Christine Theroux 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.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...