-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Todd Mills (CRD# 2688102) 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. Todd Mills 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.
Derek Mohamed (CRD# 4077822) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wellesley, MA and has over 24 years of experience in the finance industry.
Jonathan Moore (CRD# 4852403) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 19 years of experience in the finance industry.
Warren Mulhern (CRD# 731918) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Wellesley, MA and has over 42 years of experience in the finance industry.
Darlene Murphy (CRD# 4552364) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has 1 year of experience in the finance industry. Darlene Murphy 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.
Meredith Murphy (CRD# 6825890) is an Investment Advisor Representative working at Financial Well-being Advisors LLC in Wellesley, MA and has 1 year of experience in the finance industry.
John Murray (CRD# 4341104) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 22 years of experience in the finance industry.
Darren Norton (CRD# 3146276) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 25 years of experience in the finance industry.
George Noyes (CRD# 1917091) is an Investment Advisor Representative working at Hanover Strategic Management, LLC in Wellesley, MA and has over 33 years of experience in the finance industry. George Noyes 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 O'donnell (CRD# 5059729) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 18 years of experience in the finance industry.