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Distance Only Quincy, 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
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.
William Gleavy (CRD# 2317578) is an Investment Advisor Representative working at Kaizen Retirement Plan Advisors, LLC in Quincy, MA and has over 31 years of experience in the finance industry.
Elliot Herman (CRD# 2368790) is an Investment Advisor Representative working at Edelman Financial Engines in Quincy, MA and has over 29 years of experience in the finance industry. Elliot Herman 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.
Kristen Holland (CRD# 5154798) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 17 years of experience in the finance industry.
Sara Kappos (CRD# 6220961) is an Investment Advisor Representative working at Commonwealth Financial Network in Quincy, MA and has over 9 years of experience in the finance industry.
Mary Kelly (CRD# 6036512) is an Investment Advisor Representative working at Edward Jones in Quincy, MA and has over 5 years of experience in the finance industry.
Sandra Lalond (CRD# 2379202) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Quincy, MA and has over 5 years of experience in the finance industry.
Stephanie Manchon (CRD# 4915069) is an Investment Advisor Representative working at Edelman Financial Engines in Quincy, MA and has over 14 years of experience in the finance industry.
Timothy McAloon (CRD# 6290725) is an Investment Advisor Representative working at Capital Analysts in Quincy, MA and has 1 year of experience in the finance industry.
Michael McNeely (CRD# 2951584) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Quincy, MA and has over 26 years of experience in the finance industry.