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Distance Only Norwood, 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
Peter Strano (CRD# 2842574) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Norwood, MA and has over 27 years of experience in the finance industry.
Timothy Vanech (CRD# 2677807) is an Investment Advisor Representative working at Shorepoint Capital Partners LLC in Norwood, MA and has over 28 years of experience in the finance industry.
Raymond Wong (CRD# 2453015) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Norwood, MA and has over 29 years of experience in the finance industry.
Erica Jonasson (CRD# 7476085) is an Investment Advisor Representative working at Shorepoint Capital Partners LLC in Norwood, MA and has 1 year of experience in the finance industry. Erica Jonasson 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.
Ashley Lareau (CRD# 7216332) is an Investment Advisor Representative working at Shorepoint Capital Partners LLC in Norwood, MA and has 1 year of experience in the finance industry. Ashley Lareau 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 McGrath (CRD# 7404258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norwood, MA and has over 2 years of experience in the finance industry.
Francis McManus (CRD# 5921008) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Norwood, MA and has over 12 years of experience in the finance industry.
Paul Needham (CRD# 2099315) is an Investment Advisor Representative working at Colemma Asset Management LLC in Norwood, MA and has over 33 years of experience in the finance industry.