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Distance Metro area (25 miles)
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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
Paul O'callaghan (CRD# 7526618) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has 1 year of experience in the finance industry.
James O'donnell (CRD# 7580433) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has 1 year of experience in the finance industry.
Brian Osborne (CRD# 7451619) is an Investment Advisor Representative working at Avantax Advisory Services in Danvers, MA and has 1 year of experience in the finance industry.
Luke Patti (CRD# 6554771) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has over 7 years of experience in the finance industry. Luke Patti 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.
Lisa Richard (CRD# 5804729) is an Investment Advisor Representative working at Commonwealth Financial Network in Danvers, MA and has 1 year of experience in the finance industry.
Cassia Shoaf (CRD# 7024554) is an Investment Advisor Representative working at Commonwealth Financial Network in Danvers, MA and has over 3 years of experience in the finance industry.
Ryan Silva (CRD# 7028451) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has over 5 years of experience in the finance industry.
Anthony Tramontozzi (CRD# 7413079) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has over 2 years of experience in the finance industry.
Robert Worsfold (CRD# 7737224) is an Investment Advisor Representative working at Onedigital Investment Advisors in Danvers, MA and has 1 year of experience in the finance industry.
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 19 years of experience in the finance industry. Cynthia Pellegrino 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...