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Distance Only Milton, MA
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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
Elise Stevenson (CRD# 3032389) is an Investment Advisor Representative working at Clearvue Advisors LLC in Milton, MA and has over 26 years of experience in the finance industry. Elise Stevenson 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.
Robert Tamkin (CRD# 722053) is an Investment Advisor Representative working at Shrier Associates, LLC in Milton, MA and has over 43 years of experience in the finance industry.
Jeffrey Thomas (CRD# 4078805) is an Investment Advisor Representative working at Swan Global Investments, LLC in Milton, MA and has over 24 years of experience in the finance industry.
David Trott (CRD# 1309964) is an Investment Advisor Representative working at Aragorn Ltd. in Milton, MA and has over 39 years of experience in the finance industry.
Rebecca Majewski (CRD# 7389695) is an Investment Advisor Representative working at Primerica Advisors in Milton, MA and has over 2 years of experience in the finance industry.
Jeremiah O'connor (CRD# 6115504) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Milton, MA and has over 11 years of experience in the finance industry.
William Sullivan (CRD# 4724048) is an Investment Advisor Representative working at Next Level Private LLC in Milton, MA and has 1 year of experience in the finance industry.