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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
Trevor Farrington (CRD# 5361789) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 11 years of experience in the finance industry.
David Ferris (CRD# 3236910) is an Investment Advisor Representative working at Morgan Stanley in Wellesley, MA and has over 24 years of experience in the finance industry. David Ferris 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.
David Ferris (CRD# 6443667) is an Investment Advisor Representative working at Morgan Stanley in Wellesley, MA and has over 8 years of experience in the finance industry. David Ferris 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.
Mary Ellen Fillo (CRD# 4917257) is an Investment Advisor Representative working at Commonwealth Financial Network in Wellesley, MA and has 1 year of experience in the finance industry.
Mark Fiskio (CRD# 1197038) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Wellesley, MA and has over 40 years of experience in the finance industry.
Laurence Folsom (CRD# 5663294) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wellesley, MA and has over 13 years of experience in the finance industry.
Michael Franchella (CRD# 4249121) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 23 years of experience in the finance industry.
Christopher Gaffney (CRD# 2896156) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 26 years of experience in the finance industry. Christopher Gaffney 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.
Tushar Gala (CRD# 6374386) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 9 years of experience in the finance industry.
Kate Gamache (CRD# 6754870) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 5 years of experience in the finance industry.