-
Distance Only Needham, MA
-
COMPENSATION Either
-
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
Marshall Dodge (CRD# 5084627) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 18 years of experience in the finance industry.
Paul Doherty (CRD# 2555439) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 29 years of experience in the finance industry. Paul Doherty 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.
Philip Dubuque (CRD# 1346884) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has 1 year of experience in the finance industry.
Robert Edmunds (CRD# 4693205) is an Investment Advisor Representative working at Wells Fargo Advisors in Needham, MA and has over 19 years of experience in the finance industry. Robert Edmunds 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.
Michael Elcock (CRD# 2141198) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 33 years of experience in the finance industry.
Daniel Feigelman (CRD# 6359767) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Needham, MA and has over 5 years of experience in the finance industry.
Andre Fernandes (CRD# 4726283) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 16 years of experience in the finance industry. Andre Fernandes 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.
John Foley (CRD# 4763685) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 18 years of experience in the finance industry. John Foley 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.
Kimberly Forness (CRD# 4055782) is an Investment Advisor Representative working at Forness Financial LLC in Needham, MA and has over 24 years of experience in the finance industry. Kimberly Forness 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.
Norman Forness (CRD# 2950592) is an Investment Advisor Representative working at Forness Financial LLC in Needham, MA and has over 26 years of experience in the finance industry.