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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
Paul Wong (CRD# 2631712) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Westwood, MA and has over 27 years of experience in the finance industry. Paul Wong 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.
Greg Abusheery (CRD# 2334227) 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.
Velma Almeida (CRD# 4583849) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 3 years of experience in the finance industry.
William Bain (CRD# 6572237) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry. William Bain 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.
Andreane Bolduc (CRD# 7503670) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.
Aaron Buczek (CRD# 4657680) is an Investment Advisor Representative working at Edward Jones in Westwood, MA and has over 3 years of experience in the finance industry.
Nicholas Campanale (CRD# 6570352) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 8 years of experience in the finance industry. Nicholas Campanale 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.
Darci Cloutier-Ham (CRD# 6749278) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 5 years of experience in the finance industry.
William Dahm (CRD# 7312315) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 2 years of experience in the finance industry. William Dahm 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.
Ariel Dangelo (CRD# 7299242) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Westwood, MA and has over 3 years of experience in the finance industry.