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Distance Only Natick, 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
Anthony Psikarakis (CRD# 3133174) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Natick, MA and has over 25 years of experience in the finance industry.
Richard Racine (CRD# 1035713) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 29 years of experience in the finance industry.
David Rhee (CRD# 4729106) is an Investment Advisor Representative working at Rheeco, Inc. in Natick, MA and has over 20 years of experience in the finance industry. David Rhee 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.
Rosario Salamone (CRD# 6277552) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 9 years of experience in the finance industry.
Richard Testa (CRD# 3152207) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Natick, MA and has over 25 years of experience in the finance industry. Richard Testa 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.
Kenneth Watt (CRD# 4613293) is an Investment Advisor Representative working at Commonwealth Financial Network in Natick, MA and has over 21 years of experience in the finance industry.
Sean Whalen (CRD# 4000934) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 24 years of experience in the finance industry. Sean Whalen 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.
William Whelton (CRD# 1612721) is an Investment Advisor Representative working at Commonwealth Financial Network in Natick, MA and has over 35 years of experience in the finance industry.
Bin Chen (CRD# 2958081) is an Investment Advisor Representative working at Hightower Advisors, LLC in Natick, MA and has 1 year of experience in the finance industry.
Alyx Cox (CRD# 5813585) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Natick, MA and has over 13 years of experience in the finance industry. Alyx Cox 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.