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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
Alejandro Goldberg (CRD# 7588829) is an Investment Advisor Representative working at Valence8 in Cambridge, MA and has 1 year of experience in the finance industry.
Amir Kryner (CRD# 7668386) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has 1 year of experience in the finance industry.
George Lai (CRD# 4710081) is an Investment Advisor Representative working at Valence8 in Cambridge, MA and has over 16 years of experience in the finance industry.
Abigail Lee (CRD# 7284700) is an Investment Advisor Representative working at Catalytic Wealth Management in Cambridge, MA and has over 3 years of experience in the finance industry.
Robert Love (CRD# 7369452) is an Investment Advisor Representative working at Clearup LLC in Cambridge, MA and has over 3 years of experience in the finance industry.
George Massey (CRD# 5820572) is an Investment Advisor Representative working at Ellisville Harbour Partners in Cambridge, MA and has over 2 years of experience in the finance industry.
Joseph Mathews (CRD# 5971381) is an Investment Advisor Representative working at Catalytic Wealth Management in Cambridge, MA and has over 12 years of experience in the finance industry.
Cathleen McKee (CRD# 7864827) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Cambridge, MA and has 1 year of experience in the finance industry.
Jillian Mercer (CRD# 7574327) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has 1 year of experience in the finance industry.
Victoria Messina (CRD# 7142649) 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.