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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
Amine Benali (CRD# 2895791) is an Investment Advisor Representative working at Westland Gate Capital, LLC in Holliston, MA and has 1 year of experience in the finance industry.
Georgia Bruggeman (CRD# 1433089) is an Investment Advisor Representative working at Meridian Financial, LLC in Holliston, MA and has 1 year of experience in the finance industry. Georgia Bruggeman 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.
Rachael Conroy (CRD# 2453875) is an Investment Advisor Representative working at Lpl Financial LLC in Holliston, MA and has over 28 years of experience in the finance industry.
John Drohan (CRD# 4362517) is an Investment Advisor Representative working at Main Effort Financial, Inc. in Holliston, MA and has over 22 years of experience in the finance industry.
Erica Feldblum (CRD# 2293733) is an Investment Advisor Representative working at Lpl Financial LLC in Holliston, MA and has over 31 years of experience in the finance industry. Erica Feldblum 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.
Ryland Hanstad (CRD# 2405174) is an Investment Advisor Representative working at Private Advisor Group, LLC in Holliston, MA and has over 30 years of experience in the finance industry.
John Khoury (CRD# 4446184) is an Investment Advisor Representative working at Savvy in Holliston, MA and has over 21 years of experience in the finance industry.
Joseph Marsden (CRD# 2220863) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Holliston, MA and has over 32 years of experience in the finance industry.
Lauren Rahmeier (CRD# 6868037) is an Investment Advisor Representative working at Avantax Advisory Services in Holliston, MA and has over 6 years of experience in the finance industry.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.