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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
Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 17 years of experience in the finance industry. Kelli Adams 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.
Neil Adams (CRD# 5797685) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Wellesley, MA and has over 12 years of experience in the finance industry.
Francis Addonizio (CRD# 3029184) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Concord, MA and has over 22 years of experience in the finance industry. Francis Addonizio 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.
Lorne Adrain (CRD# 2797520) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Providence, RI and has over 12 years of experience in the finance industry.
Ashley Agnew (CRD# 6405198) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 5 years of experience in the finance industry.
Gregory Agnone (CRD# 2721484) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chepachet, RI and has over 28 years of experience in the finance industry.
Susan Ahern-Wiercinski (CRD# 1075391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 41 years of experience in the finance industry. Susan Ahern-Wiercinski 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.
Wendy Aimola (CRD# 6581298) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 8 years of experience in the finance industry.
Jonathan Albano (CRD# 3007194) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 20 years of experience in the finance industry. Jonathan Albano 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.
Harvey Albert (CRD# 872836) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 43 years of experience in the finance industry.