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Distance Only Burlington, 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
Kristen Smith (CRD# 4355085) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 22 years of experience in the finance industry. Kristen Smith 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.
Matthew Smolko (CRD# 6541093) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 8 years of experience in the finance industry.
Richard Snelley (CRD# 3252744) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 23 years of experience in the finance industry. Richard Snelley 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.
Antonio Sordillo (CRD# 4985393) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, MA and has over 17 years of experience in the finance industry.
Richard Sotell (CRD# 841634) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 26 years of experience in the finance industry. Richard Sotell 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.
Katie Soule (CRD# 6597277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 8 years of experience in the finance industry.
Daniel Sparta (CRD# 5060860) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 17 years of experience in the finance industry. Daniel Sparta 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.
John Spillane (CRD# 2156335) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Burlington, MA and has over 32 years of experience in the finance industry. John Spillane 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.
Ian Stauder (CRD# 6384058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 9 years of experience in the finance industry.
Thomas Sullivan (CRD# 870778) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Burlington, MA and has over 32 years of experience in the finance industry. Thomas Sullivan 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.