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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
Reed Thompson (CRD# 2586879) is an Investment Advisor Representative working at Commonwealth Financial Network in Woburn, MA and has over 29 years of experience in the finance industry. Reed Thompson 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.
Kristen Torres (CRD# 6147616) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Woburn, MA and has over 8 years of experience in the finance industry.
Anthony Trofimow (CRD# 2869738) is an Investment Advisor Representative working at Edward Jones in Woburn, MA and has over 26 years of experience in the finance industry.
Theodore Van Gerven (CRD# 6493151) is an Investment Advisor Representative working at Modern Wealth Builders, LLC in Woburn, MA and has over 8 years of experience in the finance industry. Theodore Van Gerven 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 Viti (CRD# 2046643) is an Investment Advisor Representative working at Alta Wealth Advisors LLC in Woburn, MA and has over 34 years of experience in the finance industry.
Karl Warner (CRD# 2199825) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 32 years of experience in the finance industry. Karl Warner 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.
Sheryl Wein (CRD# 4267730) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 23 years of experience in the finance industry.
James Welch (CRD# 4615463) is an Investment Advisor Representative working at 93 Financial Group, LLC in Woburn, MA and has over 16 years of experience in the finance industry.
John Welch (CRD# 4142068) is an Investment Advisor Representative working at 93 Financial Group, LLC in Woburn, MA and has over 23 years of experience in the finance industry.
Lawrence Welch (CRD# 2359478) is an Investment Advisor Representative working at 93 Financial Group, LLC in Woburn, MA and has over 29 years of experience in the finance industry.