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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
Thomas Ellwanger (CRD# 6695375) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Framingham, MA and has over 7 years of experience in the finance industry.
Matthew Elsenbeck (CRD# 5014279) is an Investment Advisor Representative working at Creative Planning in Southborough, MA and has over 15 years of experience in the finance industry.
Patrick English (CRD# 2776109) is an Investment Advisor Representative working at Lpl Financial LLC in Leominster, MA and has over 27 years of experience in the finance industry.
Daniel Enos (CRD# 6669387) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sudbury, MA and has over 7 years of experience in the finance industry. Daniel Enos 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.
John Estrella (CRD# 5830523) is an Investment Advisor Representative working at Able Financial Planning in West Brookfield, MA and has over 13 years of experience in the finance industry. John Estrella 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.
Jared Evangelous (CRD# 5539508) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 15 years of experience in the finance industry.
Steven Fanger (CRD# 2969189) is an Investment Advisor Representative working at F.f. Advisors, LLC in Wayland, MA and has over 26 years of experience in the finance industry.
Mark Fantasia (CRD# 2920917) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Leominster, MA and has over 26 years of experience in the finance industry.
Joshua Farmer (CRD# 4792811) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, MA and has over 19 years of experience in the finance industry. Joshua Farmer 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.
Michael Farmer (CRD# 4187890) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 23 years of experience in the finance industry. Michael Farmer 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.