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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
Louis Conrad (CRD# 4770097) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Ayer, MA and has 1 year of experience in the finance industry.
Peter Simpson (CRD# 5135759) is an Investment Advisor Representative working at Cuso Financial Services in Ayer, MA and has over 18 years of experience in the finance industry.
Benjamin Thornton (CRD# 6665396) is an Investment Advisor Representative working at Unicorn Consulting in Ayer, MA and has over 8 years of experience in the finance industry.
Joseph Calvetti (CRD# 7456761) is an Investment Advisor Representative working at Still River Financial Planning in Ayer, MA and has over 3 years of experience in the finance industry.
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 19 years of experience in the finance industry. Cynthia Pellegrino 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...
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
James Abagis (CRD# 1388001) is an Investment Advisor Representative working at Tcg Wealth Management in Nashua, NH and has over 38 years of experience in the finance industry.
Robert Abendroth (CRD# 6401139) is an Investment Advisor Representative working at Eagle Strategies LLC in Natick, MA and has over 9 years of experience in the finance industry.
Danya Abrams (CRD# 6371217) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has 1 year of experience in the finance industry.