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Distance Only Westford, MA
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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
Hope Canniff (CRD# 7624506) is an Investment Advisor Representative working at Advanced Portfolio Design, LLC in Westford, MA and has 1 year of experience in the finance industry.
Silas Deoliveira (CRD# 7479618) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westford, MA and has 1 year of experience in the finance industry.
Tyler Dostie (CRD# 7596311) is an Investment Advisor Representative working at Perennial Advisors Group, LLC in Westford, MA and has 1 year of experience in the finance industry.
Kathleen Joy (CRD# 7662203) is an Investment Advisor Representative working at Commonwealth Financial Network in Westford, MA and has 1 year of experience in the finance industry.
William Montague (CRD# 6650350) is an Investment Advisor Representative working at Cynosure Group, LLC in Westford, MA and has over 4 years of experience in the finance industry. William Montague 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.
Praveena Naduthota (CRD# 7831662) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Westford, MA and has 1 year of experience in the finance industry.
Joseph Richmond (CRD# 7840938) is an Investment Advisor Representative working at Commonwealth Financial Network in Westford, MA and has 1 year of experience in the finance industry.
Michael Rinaldi (CRD# 6200346) is an Investment Advisor Representative working at Edward Jones in Westford, MA and has over 3 years of experience in the finance industry.
John Segal (CRD# 2250612) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westford, MA and has over 31 years of experience in the finance industry.