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Distance Only Arlington, 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
Peggy Romero (CRD# 6227087) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Arlington, MA and has over 9 years of experience in the finance industry.
Julie Ruane (CRD# 5111017) is an Investment Advisor Representative working at Commonwealth Financial Network in Arlington, MA and has 1 year of experience in the finance industry.
Michael Stern (CRD# 2192058) is an Investment Advisor Representative working at Arlington Investment Advisors in Arlington, MA and has over 32 years of experience in the finance industry.
Jay Sylva (CRD# 2271018) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Arlington, MA and has over 31 years of experience in the finance industry.
Aletta Tibbetts (CRD# 6825874) is an Investment Advisor Representative working at Eos Financial Planning LLC in Arlington, MA and has over 6 years of experience in the finance industry.
Jeffrey Wheeler (CRD# 1059254) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arlington, MA and has over 20 years of experience in the finance industry.
Mark Giometti (CRD# 7081340) is an Investment Advisor Representative working at Black Diamond Financial Planning, LLC in Arlington, MA and has 1 year of experience in the finance industry. Mark Giometti 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.
Daniel Heenan (CRD# 2275953) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arlington, MA and has over 30 years of experience in the finance industry.