-
Distance Only Westborough, MA
-
COMPENSATION Either
-
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
James Laite (CRD# 4656586) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 20 years of experience in the finance industry.
Michael Lancaster (CRD# 2771802) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 27 years of experience in the finance industry.
Frederick Lane (CRD# 2282828) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 31 years of experience in the finance industry.
Tyson Lashley (CRD# 6536436) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 8 years of experience in the finance industry.
Kevin Leonard (CRD# 5139563) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 17 years of experience in the finance industry. Kevin Leonard 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 Lessner (CRD# 5053906) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 18 years of experience in the finance industry.
Mark Lessner (CRD# 2265668) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 31 years of experience in the finance industry. Mark Lessner 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.
Jordan Letendre (CRD# 5846326) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 13 years of experience in the finance industry. Jordan Letendre 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.
Emily Levine (CRD# 5962404) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 10 years of experience in the finance industry.
Steven Levitsky (CRD# 4286743) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 23 years of experience in the finance industry.