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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
Catherine Arnet-Valega (CRD# 2242326) is an Investment Advisor Representative working at Lpl Financial LLC in Winchester, MA and has over 31 years of experience in the finance industry.
Zachary Bouchard (CRD# 4656054) 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.
Paul Bourgeois (CRD# 1686471) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 36 years of experience in the finance industry. Paul Bourgeois 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.
Michael Collins (CRD# 6720146) is an Investment Advisor Representative working at Wincap Financial LLC in Winchester, MA and has over 7 years of experience in the finance industry.
Brian Davies (CRD# 6957563) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 5 years of experience in the finance industry.
Jennifer Dougherty (CRD# 5450445) is an Investment Advisor Representative working at Broadwealth LLC in Winchester, MA and has over 13 years of experience in the finance industry.
Lee Eudy (CRD# 4673674) 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. Lee Eudy 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.
Emma Kerss (CRD# 6398125) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, MA and has over 9 years of experience in the finance industry. Emma Kerss 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.
Erik Knutzen (CRD# 5092962) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Winchester, MA and has over 17 years of experience in the finance industry.
Steve Kuhlman (CRD# 2932993) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 8 years of experience in the finance industry.