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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
Sean Condon (CRD# 4495728) is an Investment Advisor Representative working at Eagle Strategies LLC in Wenham, MA and has over 15 years of experience in the finance industry.
Stephen Cote (CRD# 4365699) is an Investment Advisor Representative working at Cote Financial Management in Wenham, MA and has over 22 years of experience in the finance industry. Stephen Cote 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.
Kenneth Doerr (CRD# 2505854) is an Investment Advisor Representative working at Auour Investments LLC in Wenham, MA and has over 11 years of experience in the finance industry.
Joseph Hosler (CRD# 1290907) is a founder of Auour Investment Management in Wenham, MA and has over 3 years of working with individuals and families. Prior to founding Auour (pronounced 'our'), Joe worked for over two decades managing investments for large pensions and mutual funds.
Robert Kuftinec (CRD# 2299726) is an Investment Advisor Representative working at Auour Investments LLC in Wenham, MA and has over 31 years of experience in the finance industry.
Leanne Martin (CRD# 4633600) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Wenham, MA and has over 21 years of experience in the finance industry. Leanne Martin 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.
Mark Naylor (CRD# 2306553) is an Investment Advisor Representative working at Auour Investments LLC in Wenham, MA and has over 31 years of experience in the finance industry.
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 19 years of experience in the finance industry. Cynthia Pellegrino 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...
Marcus Miller (CRD# 7339646) is an Investment Advisor Representative working at Mainstay Capital in Middleburg, FL and has 7 years of experience in the finance industry. Marcus 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 putclients' interests first and comply with the Financial Planning Practice Standards.