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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
Gregory Clifford (CRD# 5779731) is an Investment Advisor Representative working at The Clifford Group LLC in Wayland, MA and has over 11 years of experience in the finance industry.
Steven Fanger (CRD# 2969189) is an Investment Advisor Representative working at F.f. Advisors, LLC in Wayland, MA and has over 26 years of experience in the finance industry.
Marilyn Gentilotti (CRD# 5089776) is an Investment Advisor Representative working at Beacon Light Planning, LLC in Wayland, MA and has over 17 years of experience in the finance industry.
Martin Gredinger is a CPA and 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.Martin provides tax preparation and advisory services, CFO services and financial coaching.
Vahan Janjigian (CRD# 5426029) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Wayland, MA and has 1 year of experience in the finance industry.
Bernard Konowski (CRD# 721372) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wayland, MA and has over 42 years of experience in the finance industry. Bernard Konowski 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.
Robert Lanciault (CRD# 1263946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wayland, MA and has over 38 years of experience in the finance industry.
Charles Levin (CRD# 4334514) is an Investment Advisor Representative working at Levin Financial Planning in Wayland, MA and has over 19 years of experience in the finance industry.
Sidney Ma (CRD# 4261875) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wayland, MA and has over 23 years of experience in the finance industry.
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.