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Distance Only Cambridge, 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
Brian Bossman (CRD# 6082351) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cambridge, MA and has over 11 years of experience in the finance industry. Brian Bossman 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.
Jerry Bowman (CRD# 7086319) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 4 years of experience in the finance industry.
Joseph Cefalu (CRD# 3215684) is an Investment Advisor Representative working at Downtown Wealth Studios, LLC in Cambridge, MA and has over 24 years of experience in the finance industry.
Matthew Cohen (CRD# 7265509) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 3 years of experience in the finance industry.
Randolph Cohen (CRD# 5062460) is an Investment Advisor Representative working at Peo Partners, LLC in Cambridge, MA and has over 2 years of experience in the finance industry.
Hamilton Coiscou (CRD# 7397082) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 2 years of experience in the finance industry.
Christina Coviello (CRD# 7207758) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 3 years of experience in the finance industry.
Hayley Cullen (CRD# 6812801) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 6 years of experience in the finance industry.
Steven Denison (CRD# 7000775) is an Investment Advisor Representative working at Cognitive Investments LLC in Cambridge, MA and has over 8 years of experience in the finance industry.
Thomas Garcia-Meitin (CRD# 7262750) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 3 years of experience in the finance industry.