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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
Ernesto Amengual (CRD# 1929864) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 24 years of experience in the finance industry.
Brian Amper (CRD# 4401674) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 22 years of experience in the finance industry. Brian Amper 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.
Nicholas Anastasi (CRD# 6548514) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 5 years of experience in the finance industry.
David Anderson (CRD# 5545499) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 11 years of experience in the finance industry.
Jennifer Anderson (CRD# 4695424) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 19 years of experience in the finance industry.
Todd Anderson (CRD# 3237882) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Worcester, MA and has over 24 years of experience in the finance industry.
Joshua Andreasen (CRD# 5489852) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 12 years of experience in the finance industry. Joshua Andreasen 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.
Robert Andreola (CRD# 1924032) is an Investment Advisor Representative working at Edelman Financial Engines in Foxboro, MA and has over 35 years of experience in the finance industry. Robert Andreola 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.
Lisa Andrews-Bowers (CRD# 2257852) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 31 years of experience in the finance industry.
Christopher Andrysiak (CRD# 5642217) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 14 years of experience in the finance industry. Christopher Andrysiak 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.