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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
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Claybrook Capital, LLC in Wellesley, MA and has over 15 years of experience in the finance industry.
Jacques Abrams (CRD# 2570107) is an Investment Advisor Representative working at Abrams Financial Management in Wellesley, MA and has over 27 years of experience in the finance industry. Jacques Abrams 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.
Claire Adams (CRD# 1257320) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 38 years of experience in the finance industry. Claire Adams 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.
Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.
Neil Adams (CRD# 5797685) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Wellesley, MA and has over 10 years of experience in the finance industry.
Caleb Aldrich (CRD# 2113123) is an Investment Advisor Representative working at Hanover Strategic Management, LLC in Wellesley, MA and has over 31 years of experience in the finance industry.
Thomas Alessi (CRD# 1423385) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Wellesley, MA and has over 29 years of experience in the finance industry.
Carl Aloupis Jr (CRD# 4143129) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 22 years of experience in the finance industry.
Bruce Arella (CRD# 2251073) is an Investment Advisor Representative working at Claybrook Capital, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.
Susan Arnold (CRD# 3153369) is an Investment Advisor Representative working at Washington Trust Advisors in Wellesley, MA and has over 22 years of experience in the finance industry. Susan Arnold 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.