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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
Andrew Cleary (CRD# 4979445) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wellesley, MA and has over 18 years of experience in the finance industry.
Gregory Clinton (CRD# 2616485) is an Investment Advisor Representative working at Kraematon Investment Advisors, Inc. in Wellesley, MA and has over 28 years of experience in the finance industry.
Adam Conway (CRD# 4367425) is an Investment Advisor Representative working at Lpl Financial LLC in Wellesley, MA and has over 22 years of experience in the finance industry.
James Corrente (CRD# 841104) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 39 years of experience in the finance industry.
Patrycja Cotter (CRD# 5159949) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.
Bruce Coughlin (CRD# 1150206) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Wellesley, MA and has over 38 years of experience in the finance industry.
Lisa Cremonini (CRD# 4032621) is an Investment Advisor Representative working at Commonwealth Financial Network in Wellesley, MA and has over 24 years of experience in the finance industry. Lisa Cremonini 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.
William Curtin (CRD# 1146396) is an Investment Advisor Representative working at Curtin Financial Management, Inc. in Wellesley, MA and has over 21 years of experience in the finance industry. William Curtin 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.
James Da Silva (CRD# 4855473) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 19 years of experience in the finance industry.
Joseph Degrazia (CRD# 2278940) is an Investment Advisor Representative working at Lmc Investments, Inc. in Wellesley, MA and has over 31 years of experience in the finance industry. Joseph Degrazia 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.