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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
Michael McDermott (CRD# 6596088) is an Investment Advisor Representative working at Polaris Financial, LLC in Wellesley, MA and has over 8 years of experience in the finance industry.
Connell McNamara (CRD# 6186173) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wellesley, MA and has over 9 years of experience in the finance industry.
Ryan McQuilkin (CRD# 6424748) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has 1 year of experience in the finance industry. Ryan McQuilkin 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.
Christian McVey (CRD# 1318364) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 27 years of experience in the finance industry.
Jeffrey Megar (CRD# 4347146) is an Investment Advisor Representative working at Julex Capital Management in Wellesley, MA and has 1 year of experience in the finance industry.
Justin Merola (CRD# 4628809) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wellesley, MA and has over 18 years of experience in the finance industry.
Greg Miller (CRD# 4552351) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has 1 year of experience in the finance industry.
Gregory Miller (CRD# 3234323) is an Investment Advisor Representative working at Pacific Paradigm Advisors LLC in Wellesley, MA and has 1 year of experience in the finance industry.
Richard Miller (CRD# 2529324) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wellesley, MA and has over 29 years of experience in the finance industry. Richard Miller 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.
Susan Miller (CRD# 4199655) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 23 years of experience in the finance industry. Susan Miller 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.