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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
Jennifer Anderson (CRD# 4695424) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 19 years of experience in the finance industry.
Todd Anderson (CRD# 3237882) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Worcester, MA and has over 24 years of experience in the finance industry.
Jenny Andersson (CRD# 4412840) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 22 years of experience in the finance industry.
Diana Andreozzi (CRD# 5777) is an Investment Advisor Representative working at Lpl Financial LLC in Cranston, RI and has over 29 years of experience in the finance industry.
Thomas Angelina (CRD# 6444432) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 8 years of experience in the finance industry.
Christopher Antolini (CRD# 6713924) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Franklin, MA and has over 7 years of experience in the finance industry.
Dennis Antonopoulos (CRD# 6388702) is an Investment Advisor Representative working at Edward Jones in Auburn, MA and has over 9 years of experience in the finance industry.
Richard Anzelone (CRD# 4252619) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 23 years of experience in the finance industry.
Peri Aptaker (CRD# 4643741) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 15 years of experience in the finance industry. Peri Aptaker 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.
Michael Aragao (CRD# 4265893) is an Investment Advisor Representative working at M. W. Aragao Investment Advisors, LLC in Cumberland, RI and has over 22 years of experience in the finance industry.