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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 Bernardi (CRD# 2020579) is an Investment Advisor Representative working at Citizens Securities, Inc. in Winthrop, MA and has over 34 years of experience in the finance industry.
Joseph Ferrara (CRD# 3106664) is an Investment Advisor Representative working at Gwn Securities Inc. in Winthrop, MA and has over 25 years of experience in the finance industry.
Robert Holzbach (CRD# 4726566) is an Investment Advisor Representative working at Aeolus Financial in Winthrop, MA and has over 21 years of experience in the finance industry.
Dragos Ilie (CRD# 4339648) is an Investment Advisor Representative working at Lpl Financial LLC in Winthrop, MA and has over 16 years of experience in the finance industry.
Raymond Julian (CRD# 1155224) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Winthrop, MA and has over 40 years of experience in the finance industry. Raymond Julian 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.
Theodore Tiger (CRD# 1013239) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winthrop, MA and has over 33 years of experience in the finance industry.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.