-
Distance Metro area (25 miles)
-
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
Kathryn Lund-Wilde (CRD# 5119699) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Westford, MA and has over 18 years of experience in the finance industry. Kathryn Lund-Wilde 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.
Jennifer Murphy (CRD# 6648418) is an Investment Advisor Representative working at Advanced Portfolio Design, LLC in Westford, MA and has over 7 years of experience in the finance industry. Jennifer Murphy 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.
James Normington (CRD# 6185213) is an Investment Advisor Representative working at Edward Jones in Westford, MA and has over 10 years of experience in the finance industry.
Naresh Patel (CRD# 2748204) is an Investment Advisor Representative working at Avantax Advisory Services in Westford, MA and has over 27 years of experience in the finance industry.
Gregory Pennini (CRD# 5627941) is an Investment Advisor Representative working at Lpl Financial LLC in Westford, MA and has over 15 years of experience in the finance industry.
Clifford Ryding (CRD# 4493132) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westford, MA and has over 22 years of experience in the finance industry.
Herbert Shanzer (CRD# 4725730) is an Investment Advisor Representative working at Shanzer Management in Westford, MA and has 1 year of experience in the finance industry.
Gail Sullivan (CRD# 4345779) is an Investment Advisor Representative working at The Colony Group, LLC in Westford, MA and has over 13 years of experience in the finance industry.
Scott Thaxton (CRD# 2657760) is an Investment Advisor Representative working at Lpl Financial LLC in Westford, MA and has over 28 years of experience in the finance industry.
Marshall-ben Tisdale (CRD# 4711685) is an Investment Advisor Representative working at Edward Jones in Westford, MA and has over 20 years of experience in the finance industry.