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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
Eric O'brien (CRD# 6583148) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 7 years of experience in the finance industry.
Waris Rahemtulla (CRD# 5577956) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 9 years of experience in the finance industry. Waris Rahemtulla 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.
Timothy Ryan (CRD# 4660179) is an Investment Advisor Representative working at Commonwealth Financial Network in Westwood, MA and has over 20 years of experience in the finance industry.
Michael Sabra (CRD# 4943652) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 18 years of experience in the finance industry. Michael Sabra 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 Sacchetti (CRD# 6373702) is an Investment Advisor Representative working at Edward Jones in Westwood, MA and has over 9 years of experience in the finance industry. Robert Sacchetti 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 Scally (CRD# 2602009) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 26 years of experience in the finance industry. James Scally 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.
Matthew Simoni (CRD# 5167809) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 16 years of experience in the finance industry. Matthew Simoni 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.
Peter Smith (CRD# 5159621) is an Investment Advisor Representative working at Commonwealth Financial Network in Westwood, MA and has over 12 years of experience in the finance industry. Peter Smith 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.
Eric Sneider (CRD# 1836085) is an Investment Advisor Representative working at Bromfield Sneider Wealth Advisors, Inc. in Westwood, MA and has over 25 years of experience in the finance industry. Eric Sneider 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.
Abraham Strum (CRD# 6191715) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 10 years of experience in the finance industry.