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Distance Only Worcester, 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
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.
Peter McManus (CRD# 1284284) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 39 years of experience in the finance industry.
Kerri Melley (CRD# 4870591) is an Investment Advisor Representative working at Mml Investors Services, LLC in Worcester, MA and has over 19 years of experience in the finance industry.
Jay Merrill (CRD# 5719089) is an Investment Advisor Representative working at Capital Analysts in Worcester, MA and has over 14 years of experience in the finance industry.
Satya Mitra (CRD# 2390401) is an Investment Advisor Representative working at Avantax Advisory Services in Worcester, MA and has over 30 years of experience in the finance industry.
Demetra Moore (CRD# 2653619) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 10 years of experience in the finance industry.
Moira Moynihan-Manoog (CRD# 2452347) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Worcester, MA and has over 30 years of experience in the finance industry. Moira Moynihan-Manoog 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.
Michelle Newcomb (CRD# 5911988) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 12 years of experience in the finance industry.
Karen Norrman (CRD# 2305129) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Worcester, MA and has over 22 years of experience in the finance industry.