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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
Joseph Peppe (CRD# 2239379) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Reading, MA and has over 31 years of experience in the finance industry.
Alyson Shaw (CRD# 5073119) is an Investment Advisor Representative working at Commonwealth Financial Network in North Reading, MA and has 1 year of experience in the finance industry.
Theresa Timmerman (CRD# 5085646) is an Investment Advisor Representative working at Vanderbilt Advisory Services in North Reading, MA and has over 18 years of experience in the finance industry.
Heather Watts (CRD# 6384768) is an Investment Advisor Representative working at Lpl Financial LLC in North Reading, MA and has over 9 years of experience in the finance industry. Heather Watts 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.
Joshua Wilson (CRD# 5522320) is an Investment Advisor Representative working at Pin Wealth in North Reading, MA and has over 9 years of experience in the finance industry.
Holly Cloutier (CRD# 7428123) is an Investment Advisor Representative working at Commonwealth Financial Network in North Reading, MA and has 1 year of experience in the finance industry.
William Obrien (CRD# 3213295) is an Investment Advisor Representative working at Gamma Investing LLC in North Reading, MA and has over 19 years of experience in the finance industry.
Nicholas Uva (CRD# 6947460) is an Investment Advisor Representative working at Ubs Financial Services Inc. in North Reading, MA and has over 2 years of experience in the finance industry.
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 19 years of experience in the finance industry. Cynthia Pellegrino 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...
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...