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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
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.
Dylan Greene (CRD# 6797181) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Burlington, MA and has over 6 years of experience in the finance industry. Dylan Greene 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.
Benjamin Harding (CRD# 4582367) is an Investment Advisor Representative working at Eagle Strategies LLC in Burlington, MA and has over 21 years of experience in the finance industry.
Kimberly Harding (CRD# 4714477) is an Investment Advisor Representative working at Eagle Strategies LLC in Burlington, MA and has over 20 years of experience in the finance industry.
John Hayek (CRD# 5793210) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 12 years of experience in the finance industry.
Tristan Henderson (CRD# 5841537) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 13 years of experience in the finance industry.
Karen Himmel (CRD# 1290430) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 39 years of experience in the finance industry.
Eric Hobin (CRD# 3272247) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, MA and has over 24 years of experience in the finance industry.
Samuel Kiefer (CRD# 2833958) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Burlington, MA and has over 27 years of experience in the finance industry.
Robert Kostigen (CRD# 1203410) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 31 years of experience in the finance industry.