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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
Jeffery Sutton (CRD# 2686107) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 28 years of experience in the finance industry. Jeffery Sutton 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.
Jacklyn Tobin (CRD# 6443041) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 8 years of experience in the finance industry.
Harold Toney (CRD# 1595769) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 28 years of experience in the finance industry.
James Toupin (CRD# 6244836) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 10 years of experience in the finance industry.
Michael Trainor (CRD# 2679124) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 28 years of experience in the finance industry. Michael Trainor 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.
William Trainor (CRD# 5094194) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Burlington, MA and has over 17 years of experience in the finance industry.
John Vanasse (CRD# 6368007) 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.
Robert Vanasse (CRD# 1515934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 37 years of experience in the finance industry.
David Walsh (CRD# 2651321) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Burlington, MA and has over 28 years of experience in the finance industry. David Walsh 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.
Christopher Watson (CRD# 6209338) is an Investment Advisor Representative working at Mai Capital Management, LLC in Burlington, MA and has over 11 years of experience in the finance industry. Christopher Watson 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.