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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
Luigi Altieri (CRD# 4046055) is an Investment Advisor Representative working at Trust Advisory Group Ltd in West Newton, MA and has over 24 years of experience in the finance industry.
James Altschuler (CRD# 2641104) is an Investment Advisor Representative working at Rwa Wealth Partners in Lexington, MA and has over 28 years of experience in the finance industry. James Altschuler 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.
Avedis Altunian (CRD# 5501243) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 14 years of experience in the finance industry.
Andrew Alvarez (CRD# 5570564) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 15 years of experience in the finance industry.
Molly Alvarez (CRD# 4840002) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 19 years of experience in the finance industry.
Jason Alvarez De Sotomayor (CRD# 5304405) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 17 years of experience in the finance industry. Jason Alvarez De Sotomayor 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 Alves (CRD# 5240692) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Malden, MA and has over 17 years of experience in the finance industry.
Annalea Ambraziejus (CRD# 6808426) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 5 years of experience in the finance industry.
Sanjana Ameen (CRD# 5395970) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 16 years of experience in the finance industry.
Tenley Amerson (CRD# 5985543) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 9 years of experience in the finance industry.