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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
Ellen Duffy (CRD# 2175441) is an Investment Advisor Representative working at Private Advisor Group, LLC in West Roxbury, MA and has over 11 years of experience in the finance industry. Ellen Duffy 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.
Steve Ng (CRD# 3076951) is an Investment Advisor Representative working at Woodland Investment Consulting LLC in West Roxbury, MA and has over 25 years of experience in the finance industry.
Kathy O'connor (CRD# 5203723) is an Investment Advisor Representative working at Kj Capital Management LLC in West Roxbury, MA and has 1 year of experience in the finance industry.
Thomas Parlon (CRD# 2603472) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in West Roxbury, MA and has over 22 years of experience in the finance industry.
Bernhard Radtke (CRD# 5343400) is an Investment Advisor Representative working at Bmr Capital Advisors LLC in West Roxbury, MA and has 1 year of experience in the finance industry.
Chiquita Rice (CRD# 6411385) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Roxbury, MA and has over 9 years of experience in the finance industry.
Timothy Greene (CRD# 4535709) is an Investment Advisor Representative working at Melius Research in West Roxbury, MA and has over 20 years of experience in the finance industry.
Francis McNamara (CRD# 4871351) is an Investment Advisor Representative working at Lpl Financial LLC in West Roxbury, MA and has over 18 years of experience in the finance industry.
Michael Peters (CRD# 7252932) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Roxbury, MA and has over 3 years of experience in the finance industry.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...