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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
William Danforth (CRD# 7569070) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Natick, MA and has 1 year of experience in the finance industry.
Peter Doherty (CRD# 7273960) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 3 years of experience in the finance industry.
James Glick (CRD# 7559900) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Natick, MA and has 1 year of experience in the finance industry.
Roman Koles (CRD# 5411393) is an Investment Advisor Representative working at Primerica Advisors in Natick, MA and has over 14 years of experience in the finance industry.
Peichi Lo (CRD# 7559457) is an Investment Advisor Representative working at Rheeco, Inc. in Natick, MA and has over 2 years of experience in the finance industry.
William Oneill (CRD# 7396734) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 2 years of experience in the finance industry.
Meghan Waclawsky (CRD# 6693430) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Natick, MA and has over 7 years of experience in the finance industry. Meghan Waclawsky 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.
Zaven Yarumian (CRD# 1124759) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Natick, MA and has over 11 years of experience in the finance industry.