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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
Kayla Farren (CRD# 7028436) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 5 years of experience in the finance industry.
Zuleyka Feliz (CRD# 6208381) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Burlington, MA and has 1 year of experience in the finance industry. Zuleyka Feliz 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.
Sean Flaherty (CRD# 7273481) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 3 years of experience in the finance industry.
Lisa Guerriero (CRD# 5618196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has 1 year of experience in the finance industry.
Natasha Harkins-Dube (CRD# 6935993) 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.
Daniella Iannuzzi (CRD# 6809308) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 4 years of experience in the finance industry.
Haley Iovaine (CRD# 7248092) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 2 years of experience in the finance industry.
Ryan Kolden (CRD# 7791780) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has 1 year of experience in the finance industry.
Thomas Lane (CRD# 7405035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 2 years of experience in the finance industry.
Edmund Leparskas (CRD# 7523253) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has 1 year of experience in the finance industry. Edmund Leparskas 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.