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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
Elizabeth Loveless (CRD# 2564727) is an Investment Advisor Representative working at Epg Incorporated in Framingham, MA and has over 24 years of experience in the finance industry.
Mohamad Mawed (CRD# 7170265) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Framingham, MA and has over 4 years of experience in the finance industry.
Matthew McKenna (CRD# 2212706) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 32 years of experience in the finance industry.
Nicholas Papageorge (CRD# 6938318) is an Investment Advisor Representative working at Epg Incorporated in Framingham, MA and has over 3 years of experience in the finance industry.
William Philpott (CRD# 7397087) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 2 years of experience in the finance industry. William Philpott 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.
Diogo Pinto (CRD# 6444446) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 9 years of experience in the finance industry.
Connor Poirier (CRD# 7257430) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 3 years of experience in the finance industry.
Gregory Raso (CRD# 7418700) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 2 years of experience in the finance industry.
Matthew Scales (CRD# 2593610) is an Investment Advisor Representative working at Signal Ridge Capital Partners, LLC in Framingham, MA and has over 15 years of experience in the finance industry.
Christopher Sullivan (CRD# 2474990) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 21 years of experience in the finance industry.