-
Distance Only Burlington, MA
-
COMPENSATION Either
-
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
Conrad Pensavalle (CRD# 717575) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 43 years of experience in the finance industry.
Laurence Pike (CRD# 2375048) is an Investment Advisor Representative working at Client Priority Financial Advisors LLC in Burlington, MA and has over 30 years of experience in the finance industry.
Jennifer Pollina (CRD# 4514244) is an Investment Advisor Representative working at Edward Jones in Burlington, MA and has over 11 years of experience in the finance industry.
Mihai Popa (CRD# 4039690) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 24 years of experience in the finance industry.
Matthew Real (CRD# 5339334) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 16 years of experience in the finance industry.
Kathleen Richards (CRD# 1782208) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 36 years of experience in the finance industry.
Jiles Robinson (CRD# 3173607) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, MA and has over 25 years of experience in the finance industry.
Michael Ross (CRD# 2420820) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Burlington, MA and has over 30 years of experience in the finance industry.
Jared Rubin (CRD# 5228974) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 17 years of experience in the finance industry. Jared Rubin 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.
Jason Ruel (CRD# 5722114) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Burlington, MA and has over 14 years of experience in the finance industry. Jason Ruel 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.