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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
Alexandria Dunn (CRD# 5695354) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Burlington, MA and has over 13 years of experience in the finance industry. Alexandria Dunn 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.
Kevin Dunn (CRD# 4646370) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 21 years of experience in the finance industry.
William Eaton (CRD# 1395701) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 38 years of experience in the finance industry.
Daniel Ferris (CRD# 6984084) is an Investment Advisor Representative working at First Command Advisory Services in Burlington, MA and has over 5 years of experience in the finance industry.
John Flynn (CRD# 1851512) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 35 years of experience in the finance industry.
Joshua Franklin (CRD# 6351976) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, MA and has over 7 years of experience in the finance industry.
Stephen Freedman (CRD# 3095502) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 25 years of experience in the finance industry. Stephen Freedman 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.
David Gatti (CRD# 2415422) is an Investment Advisor Representative working at Risk Paradigm Group, LLC in Burlington, MA and has over 30 years of experience in the finance industry.
Olivia Gierlich (CRD# 6151808) 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.
Mitchell Goldfeld (CRD# 1903537) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 35 years of experience in the finance industry.