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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
David Ciolfi (CRD# 2619450) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 28 years of experience in the finance industry.
Mackenzie Cullens (CRD# 6855067) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has 1 year of experience in the finance industry.
Derek Engen (CRD# 7466502) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 2 years of experience in the finance industry. Derek Engen 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.
Jillian Feehan (CRD# 6023011) is an Investment Advisor Representative working at Commonwealth Financial Network in Woburn, MA and has 1 year of experience in the finance industry.
John Fitzgerald (CRD# 2673880) is an Investment Advisor Representative working at Usi Securities, Inc. in Woburn, MA and has over 26 years of experience in the finance industry.
Robert Kelly (CRD# 5899947) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 5 years of experience in the finance industry.
Christopher Kenney (CRD# 5888259) is an Investment Advisor Representative working at Eagle Strategies LLC in Woburn, MA and has over 13 years of experience in the finance industry.
Edward Ketchaver (CRD# 7691307) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has 1 year of experience in the finance industry.
Antoine Meehan (CRD# 7192454) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has 1 year of experience in the finance industry.
Nicholas Mehlhorn (CRD# 7264120) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 2 years of experience in the finance industry.