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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
James Russo (CRD# 5105226) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has 1 year of experience in the finance industry.
Elizabeth Ryan (CRD# 5173279) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 17 years of experience in the finance industry.
Adam Scott (CRD# 3194163) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 25 years of experience in the finance industry. Adam Scott 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.
Robert Searle (CRD# 5812556) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Burlington, MA and has over 9 years of experience in the finance industry. Robert Searle 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.
Swan Shen (CRD# 3036612) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Burlington, MA and has over 25 years of experience in the finance industry. Swan Shen 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.
Joseph Siciliano (CRD# 3173532) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Burlington, MA and has over 25 years of experience in the finance industry. Joseph Siciliano 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.
Edward Silbert (CRD# 1032674) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Burlington, MA and has over 42 years of experience in the finance industry. Edward Silbert 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.
Alexander Smith (CRD# 6432661) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 8 years of experience in the finance industry.
Diana Smith (CRD# 5181390) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burlington, MA and has over 17 years of experience in the finance industry.
Kristen Smith (CRD# 4355085) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 22 years of experience in the finance industry. Kristen Smith 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.