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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
George Bowen (CRD# 2919183) is an Investment Advisor Representative working at Commonwealth Financial Network in Reading, MA and has over 23 years of experience in the finance industry. George Bowen 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.
Wilder Carnes (CRD# 2891466) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 26 years of experience in the finance industry.
James Carnevale (CRD# 2710745) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Reading, MA and has over 28 years of experience in the finance industry. James Carnevale 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.
Eugene Cindrich (CRD# 2444041) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 30 years of experience in the finance industry.
Michael Dworetsky (CRD# 1158014) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 40 years of experience in the finance industry.
Neil Flaherty (CRD# 2917320) is an Investment Advisor Representative working at Newedge Advisors in Reading, MA and has over 12 years of experience in the finance industry. Neil Flaherty 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.
David Gagnon (CRD# 1734379) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Reading, MA and has over 36 years of experience in the finance industry.
Wendy Gipson-Fitzpatrick (CRD# 1627207) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 26 years of experience in the finance industry.
Kevin Harrington (CRD# 2726354) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 24 years of experience in the finance industry.
William Jones (CRD# 2197444) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 32 years of experience in the finance industry.