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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
Nathan Baldwin (CRD# 4407352) is an Investment Advisor Representative working at Edelman Financial Engines in Quincy, MA and has over 19 years of experience in the finance industry. Nathan Baldwin 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 Boncaldo (CRD# 2087265) is an Investment Advisor Representative working at Compass Capital Corporation in Quincy, MA and has over 33 years of experience in the finance industry.
Peter Cardoza (CRD# 1711998) is an Investment Advisor Representative working at Commonwealth Financial Network in Quincy, MA and has over 29 years of experience in the finance industry. Peter Cardoza 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.
Bryan Carey (CRD# 5996895) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Quincy, MA and has over 12 years of experience in the finance industry.
Brendan Coleman (CRD# 5021141) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Quincy, MA and has over 16 years of experience in the finance industry.
Matthew Collins (CRD# 2633647) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Quincy, MA and has over 28 years of experience in the finance industry.
Christopher Demeo (CRD# 4562438) is an Investment Advisor Representative working at Nu Paradigm Investment Partners LLC in Quincy, MA and has over 20 years of experience in the finance industry.
Barbara Donelin (CRD# 1630576) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Quincy, MA and has over 37 years of experience in the finance industry.
John Foley (CRD# 1882497) is an Investment Advisor Representative working at Harvest Capital Management, LLC in Quincy, MA and has over 35 years of experience in the finance industry.
Brendan Gallagher (CRD# 6478254) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Quincy, MA and has over 8 years of experience in the finance industry. Brendan Gallagher 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.