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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
Yekaterina Ferraro (CRD# 5848129) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 12 years of experience in the finance industry.
Teofilo Ferreira (CRD# 2421155) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 30 years of experience in the finance industry. Teofilo Ferreira 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.
Peter Frailey (CRD# 1001920) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 39 years of experience in the finance industry.
Glenn Frank (CRD# 4358492) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has 1 year of experience in the finance industry.
George Gagliardi (CRD# 5720367) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Lexington, MA and has over 14 years of experience in the finance industry. George Gagliardi 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.
Arthur Garofalo (CRD# 5653802) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lexington, MA and has over 14 years of experience in the finance industry.
Torrence Harder (CRD# 4380344) is an Investment Advisor Representative working at Harder Management Company, Inc. in Lexington, MA and has over 11 years of experience in the finance industry.
James Hastings (CRD# 6078145) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 10 years of experience in the finance industry.
Jason Hastings (CRD# 6078179) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 10 years of experience in the finance industry.
Peter Hoffman (CRD# 5729878) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Lexington, MA and has 1 year of experience in the finance industry. Peter Hoffman 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.