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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
Jessica Taverni (CRD# 5637801) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 5 years of experience in the finance industry.
John Vaughan (CRD# 1484526) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 23 years of experience in the finance industry.
Michael Waldron (CRD# 6344039) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry. Michael Waldron 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.
Joseph Waters (CRD# 4627450) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 21 years of experience in the finance industry. Joseph Waters 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 Watson (CRD# 2791465) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 27 years of experience in the finance industry.
Kevin Webber (CRD# 4935286) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 18 years of experience in the finance industry. Kevin Webber 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.
Stuart Weier (CRD# 2759248) is an Investment Advisor Representative working at Commonwealth Financial Network in Westwood, MA and has over 27 years of experience in the finance industry. Stuart Weier 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 Weisse (CRD# 4878178) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 18 years of experience in the finance industry. Robert Weisse 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.
Harry Wells (CRD# 463004) is an Investment Advisor Representative working at Wells & Wells, LLC in Westwood, MA and has over 31 years of experience in the finance industry.
Timothy Winn (CRD# 6853836) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry. Timothy Winn 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.