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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
Evan Arnold (CRD# 7274879) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 2 years of experience in the finance industry.
Allison Delena (CRD# 5717456) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 8 years of experience in the finance industry. Allison Delena 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.
Jason King (CRD# 2536525) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Newburyport, MA and has over 29 years of experience in the finance industry.
William Rosen (CRD# 7233446) is an Investment Advisor Representative working at Vci Wealth Management LLC in Newburyport, MA and has over 4 years of experience in the finance industry.
Luis Soto (CRD# 7612637) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Newburyport, MA and has 1 year of experience in the finance industry.
Jana Abels (CRD# 4831929) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has over 19 years of experience in the finance industry.
Robert Abraham (CRD# 4689919) is an Investment Advisor Representative working at Abraham, Robert Ralph Jr in Salem, MA and has over 22 years of experience in the finance industry.
Thad Ackerman (CRD# 5324751) is an Investment Advisor Representative working at Silver Maple Financial, LLC in Kittery, ME and has over 16 years of experience in the finance industry.
Christopher Adams (CRD# 6002683) is an Investment Advisor Representative working at Edward Jones in Hampstead, NH and has over 12 years of experience in the finance industry.