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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
Dallis Goodson (CRD# 6268045) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 9 years of experience in the finance industry. Dallis Goodson 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 Gouvalaris (CRD# 6232582) is an Investment Advisor Representative working at James D. Maxon Financial Advisors, LLC in Woburn, MA and has over 11 years of experience in the finance industry.
Timothy Grogan (CRD# 5344213) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 9 years of experience in the finance industry.
Stephen Guy (CRD# 1018822) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 42 years of experience in the finance industry. Stephen Guy 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.
Edmund Haughey (CRD# 2958035) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Woburn, MA and has over 16 years of experience in the finance industry.
Giana Hebert (CRD# 5841873) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 12 years of experience in the finance industry.
Susan Heinrich (CRD# 4663764) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 18 years of experience in the finance industry.
Andrew Holt (CRD# 4708448) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 20 years of experience in the finance industry.
James Holway (CRD# 2545539) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 29 years of experience in the finance industry.
John Jefferson (CRD# 5071459) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 18 years of experience in the finance industry.