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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
Sherry Olson-Lusardi (CRD# 1241807) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Worcester, MA and has over 39 years of experience in the finance industry.
Matthew Palmgren (CRD# 5697296) is an Investment Advisor Representative working at Capital Analysts in Worcester, MA and has over 14 years of experience in the finance industry.
Darren Parent (CRD# 2812015) is an Investment Advisor Representative working at Edward Jones in Worcester, MA and has over 27 years of experience in the finance industry.
Jessica Parrella (CRD# 5518333) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Worcester, MA and has over 15 years of experience in the finance industry.
Richard Patient (CRD# 2958351) is an Investment Advisor Representative working at Money Concepts Advisory Service in Worcester, MA and has over 25 years of experience in the finance industry.
Charles Patterson (CRD# 1729889) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 21 years of experience in the finance industry.
Marie Paturzo (CRD# 6525179) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 8 years of experience in the finance industry.
Joshua Paul (CRD# 2493235) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 29 years of experience in the finance industry.
Brian Pelczarski (CRD# 4795651) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 15 years of experience in the finance industry.
John Potter (CRD# 2550060) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 29 years of experience in the finance industry.