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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
Jaime Ackles (CRD# 2958582) is an Investment Advisor Representative working at Edelman Financial Engines in Boston, MA and has over 22 years of experience in the finance industry.
Antonio Acosta (CRD# 6170544) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 10 years of experience in the finance industry.
Ariel Acuna (CRD# 2547890) is an Investment Advisor Representative working at Ltg Capital LLC in Newton, MA and has over 29 years of experience in the finance industry.
Jason Adamic (CRD# 2648643) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 28 years of experience in the finance industry.
Amanda Adams (CRD# 6905985) is an Investment Advisor Representative working at Edward Jones in North Attleboro, MA and has over 6 years of experience in the finance industry.
Claire Adams (CRD# 1257320) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 40 years of experience in the finance industry. Claire Adams 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.
Craig Adams (CRD# 6606288) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 8 years of experience in the finance industry.
David Adams (CRD# 2458592) is an Investment Advisor Representative working at Aristotle Capital Boston, LLC in Boston, MA and has 1 year of experience in the finance industry.
Haley Adams (CRD# 1931933) is an Investment Advisor Representative working at Edward Jones in Somerville, MA and has over 8 years of experience in the finance industry.
Jennifer Adams (CRD# 3080965) is an Investment Advisor Representative working at Aspire Wealth Management Corporation in Waltham, MA and has over 25 years of experience in the finance industry. Jennifer Adams 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.