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Distance Only Winchester, 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
Steven St. Pierre (CRD# 3154429) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 25 years of experience in the finance industry. Steven St. Pierre 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 Sullivan (CRD# 2686923) is an Investment Advisor Representative working at Lpl Financial LLC in Winchester, MA and has over 25 years of experience in the finance industry.
Robert Tafuri (CRD# 4656056) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 20 years of experience in the finance industry. Robert Tafuri 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.
Lisa Wolf (CRD# 5229620) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, MA and has over 17 years of experience in the finance industry.
Joseph Goel (CRD# 7347447) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, MA and has over 2 years of experience in the finance industry.
Eric Golden (CRD# 7745099) is an Investment Advisor Representative working at Canopy Capital Group in Winchester, MA and has 1 year of experience in the finance industry.
Jennifer Gray (CRD# 5371124) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, MA and has over 16 years of experience in the finance industry. Jennifer Gray 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.
Eileen Olson (CRD# 7622835) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, MA and has 1 year of experience in the finance industry.
Timothy Pynchon (CRD# 1233233) is an Investment Advisor Representative working at Inscription Capital, LLC in Winchester, MA and has over 27 years of experience in the finance industry.
Suzanne Regan (CRD# 4825853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, MA and has over 18 years of experience in the finance industry. Suzanne Regan 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.