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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
James Abagis (CRD# 1388001) is an Investment Advisor Representative working at Tcg Wealth Management in Nashua, NH and has over 38 years of experience in the finance industry.
Matthew Acheson (CRD# 4184314) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Hollis, NH and has over 23 years of experience in the finance industry.
Carolina Acurio (CRD# 4441672) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 17 years of experience in the finance industry.
Christopher Adams (CRD# 6002683) is an Investment Advisor Representative working at Edward Jones in Hampstead, NH and has over 12 years of experience in the finance industry.
Frank Addonizio (CRD# 6873882) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Medford, MA and has over 6 years of experience in the finance industry.
Stephen Ahern (CRD# 2926249) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 26 years of experience in the finance industry. Stephen Ahern 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.
Kashif Ahmed (CRD# 4800764) is an Investment Advisor Representative working at Lpl Financial LLC in Bedford, MA and has over 20 years of experience in the finance industry. Kashif Ahmed 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.
Kurt Akersten (CRD# 2157148) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 31 years of experience in the finance industry.
John Akoury (CRD# 4682785) is an Investment Advisor Representative working at Park Avenue Securities LLC in Topsfield, MA and has over 20 years of experience in the finance industry. John Akoury 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.
David Alexander (CRD# 5264835) is an Investment Advisor Representative working at Avantax Advisory Services in Harvard, MA and has over 16 years of experience in the finance industry.