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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
Carl Aloupis Jr (CRD# 4143129) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 24 years of experience in the finance industry.
Luigi Altieri (CRD# 4046055) is an Investment Advisor Representative working at Trust Advisory Group Ltd in West Newton, MA and has over 24 years of experience in the finance industry.
James Altschuler (CRD# 2641104) is an Investment Advisor Representative working at Rwa Wealth Partners in Lexington, MA and has over 28 years of experience in the finance industry. James Altschuler 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.
Jason Alvarez De Sotomayor (CRD# 5304405) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 17 years of experience in the finance industry. Jason Alvarez De Sotomayor 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.
Bryan Amandolare (CRD# 4013823) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 23 years of experience in the finance industry.
Annalea Ambraziejus (CRD# 6808426) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 5 years of experience in the finance industry.
Cyrus Amin (CRD# 5382905) is an Investment Advisor Representative working at C. Michael Amin, LLC in Somerville, MA and has over 9 years of experience in the finance industry.
Brian Amper (CRD# 4401674) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 22 years of experience in the finance industry. Brian Amper 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.
Nicholas Anastasi (CRD# 6548514) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 6 years of experience in the finance industry.
David Anderson (CRD# 5545499) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 11 years of experience in the finance industry.