-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Alyssa Phillips (CRD# 5608356) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Braintree, MA and has over 11 years of experience in the finance industry.
Edward Pride (CRD# 2226551) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Plymouth, MA and has over 31 years of experience in the finance industry.
Edward Quirk, CRC (CRD# 2563138) joined U.S. Wealth Management (USWM) as a Wealth Manager with over 20 years of experience in the financial services industry. Ed customizes and tailors specific wealth management strategies with the goal to preserve his client’s financial future and their personal needs through a comprehensive discovery process. This process helps him address any anxiety about the financial planning process, providing comfort and confidence that the client’s financial goals are aligned. Once complete, Ed provides his clients with access to specialized experts across the spectrum...
Alan Reese (CRD# 6298586) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Braintree, MA and has over 9 years of experience in the finance industry. Alan Reese 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.
Bridget Robinson (CRD# 6994667) is an Investment Advisor Representative working at Lincoln Investment in Braintree, MA and has over 5 years of experience in the finance industry.
Gerard Robinson (CRD# 1830261) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 35 years of experience in the finance industry. Gerard Robinson 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.
Andrew Rodriguez (CRD# 2096174) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Braintree, MA and has over 33 years of experience in the finance industry.
James Ross (CRD# 5743416) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Braintree, MA and has over 13 years of experience in the finance industry.
Brandon Roy (CRD# 6696190) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 8 years of experience in the finance industry.
Robert Roy (CRD# 1528646) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 37 years of experience in the finance industry.