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Distance Only Woburn, 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
Margaret Petersen (CRD# 6858840) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 6 years of experience in the finance industry. Margaret Petersen 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.
John Pratti (CRD# 4472691) is an Investment Advisor Representative working at Commonwealth Financial Network in Woburn, MA and has over 22 years of experience in the finance industry.
Ryan Quinn (CRD# 5401412) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Woburn, MA and has over 16 years of experience in the finance industry.
Dominic Rebelo (CRD# 5792271) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 13 years of experience in the finance industry.
Paul Redfearn (CRD# 1205065) is an Investment Advisor Representative working at Eagle Strategies LLC in Woburn, MA and has over 39 years of experience in the finance industry.
Michelle Reid (CRD# 2580082) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Woburn, MA and has over 29 years of experience in the finance industry.
John Reppucci (CRD# 1925586) is an Investment Advisor Representative working at Commonwealth Financial Network in Woburn, MA and has over 32 years of experience in the finance industry.
Dale Sarpard (CRD# 6662435) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Woburn, MA and has over 6 years of experience in the finance industry.
Paul Sauerbrunn (CRD# 1834087) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 35 years of experience in the finance industry. Paul Sauerbrunn 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.
Alan Sharpe (CRD# 2011593) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Woburn, MA and has over 33 years of experience in the finance industry.