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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
Sarah Merkle (CRD# 2562905) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 27 years of experience in the finance industry.
Jonathan Merrigan (CRD# 4951262) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 18 years of experience in the finance industry. Jonathan Merrigan 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.
Amy Moore (CRD# 1137141) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 40 years of experience in the finance industry.
Martin Mwongela (CRD# 5896956) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 12 years of experience in the finance industry.
Kenan Nacar (CRD# 4209369) is an Investment Advisor Representative working at Charles River Wealth Management, LLC in Burlington, MA and has over 22 years of experience in the finance industry. Kenan Nacar 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 Nadworny (CRD# 1605754) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Burlington, MA and has over 37 years of experience in the finance industry. John Nadworny 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.
Michael Nahill (CRD# 1176473) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 40 years of experience in the finance industry.
Bradford Nichols (CRD# 2624137) is an Investment Advisor Representative working at Nefpg in Burlington, MA and has over 28 years of experience in the finance industry.
Oluwatofunmi Ochi (CRD# 6491421) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 8 years of experience in the finance industry.
Dennis Palmerini (CRD# 5357185) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Burlington, MA and has over 16 years of experience in the finance industry. Dennis Palmerini 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.