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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
Anthony Lopopolo (CRD# 3054422) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Worcester, MA and has over 25 years of experience in the finance industry.
Raymond Lucas (CRD# 1600194) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 37 years of experience in the finance industry. Raymond Lucas 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.
Christopher Lussier (CRD# 5879684) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Worcester, MA and has over 13 years of experience in the finance industry. Christopher Lussier 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.
David Mack (CRD# 6347330) is an Investment Advisor Representative working at Equitable Advisors, LLC in Worcester, MA and has over 6 years of experience in the finance industry.
Philip Mailloux (CRD# 4244379) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 23 years of experience in the finance industry.
Karen Maloney-Hagel (CRD# 4778990) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worcester, MA and has over 19 years of experience in the finance industry.
Michael Martin (CRD# 2890848) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Worcester, MA and has over 26 years of experience in the finance industry.
Mark McCormack (CRD# 4556367) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Worcester, MA and has over 21 years of experience in the finance industry. Mark McCormack 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.
Sara McGrath (CRD# 4854827) is an Investment Advisor Representative working at Lincoln Investment in Worcester, MA and has over 19 years of experience in the finance industry.
Paul McMahon (CRD# 6594593) is an Investment Advisor Representative working at Provida Financial Advisors LLC in Worcester, MA and has 1 year of experience in the finance industry.