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Distance Only Andover, 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 Sousa (CRD# 2284160) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Andover, MA and has over 29 years of experience in the finance industry.
John Spoto (CRD# 5507127) is an Investment Advisor Representative working at Sentry Financial Planning, LLC in Andover, MA and has over 16 years of experience in the finance industry. John Spoto 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.
Joan Sweeney (CRD# 2837325) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Andover, MA and has over 27 years of experience in the finance industry. Joan Sweeney 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.
Melissa Tulley (CRD# 5023957) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Andover, MA and has over 16 years of experience in the finance industry.
Eric Vacca (CRD# 6599156) is an Investment Advisor Representative working at Advice And Planning Services in Andover, MA and has over 8 years of experience in the finance industry.
Christopher Vassilopoulos (CRD# 2498969) is an Investment Advisor Representative working at Aon Investments Usa Inc. in Andover, MA and has over 16 years of experience in the finance industry.
Dennis Wassung (CRD# 4127189) is an Investment Advisor Representative working at Abbot Financial Management, Inc. in Andover, MA and has over 6 years of experience in the finance industry.
Bradford Wright (CRD# 6239582) is an Investment Advisor Representative working at Launch Financial Planning in Andover, MA and has over 10 years of experience in the finance industry. Bradford Wright 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.
Ethan Brown (CRD# 6202368) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 8 years of experience in the finance industry.
Cameron Aleksa (CRD# 6742280) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Andover, MA and has over 7 years of experience in the finance industry.