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Distance Only Dorchester, 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
Catherine Farago (CRD# 2853929) is an Investment Advisor Representative working at Principal Securities, Inc. in Dorchester, MA and has over 27 years of experience in the finance industry.
Phillip Parziale (CRD# 3022790) is an Investment Advisor Representative working at Lpl Financial LLC in Dorchester, MA and has over 26 years of experience in the finance industry. Phillip Parziale 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.
Marc Ross (CRD# 1863742) is an Investment Advisor Representative working at Lpl Financial LLC in Dorchester, MA and has over 16 years of experience in the finance industry. Marc Ross 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.
James Williams (CRD# 6118863) is an Investment Advisor Representative working at Hoopoe Advisors in Dorchester, MA and has 1 year of experience in the finance industry.
Matthew Iannotti (CRD# 7583878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dorchester, MA and has 1 year of experience in the finance industry.