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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
Todd Anderson (CRD# 3237882) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Worcester, MA and has over 24 years of experience in the finance industry.
Dennis Antonopoulos (CRD# 6388702) is an Investment Advisor Representative working at Edward Jones in Auburn, MA and has over 9 years of experience in the finance industry.
Glenn Arnold (CRD# 4670661) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Uxbridge, MA and has over 20 years of experience in the finance industry. Glenn Arnold 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.
Dennis Arnone (CRD# 1054272) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 30 years of experience in the finance industry.
Clara Asensio (CRD# 1956995) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Enfield, CT and has over 34 years of experience in the finance industry.
Jennifer Aube (CRD# 6108229) is an Investment Advisor Representative working at Lpl Financial LLC in Westminster, MA and has over 11 years of experience in the finance industry. Jennifer Aube 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.
Joseph Bakaysa (CRD# 5427559) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 11 years of experience in the finance industry.
James Ball (CRD# 1237625) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 39 years of experience in the finance industry.
Harriett Barnes (CRD# 3219908) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 25 years of experience in the finance industry.
James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. James Barrett 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.