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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
Jorge Perez (CRD# 4644780) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 20 years of experience in the finance industry.
Nancy Peterson (CRD# 2241393) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 29 years of experience in the finance industry.
Kristina Petit (CRD# 6127471) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 11 years of experience in the finance industry.
Henrique Joao Pinheiro (CRD# 4090649) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 13 years of experience in the finance industry.
Liana Poodiack (CRD# 3230074) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 24 years of experience in the finance industry. Liana Poodiack 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.
Travis Poodiack (CRD# 6527796) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 8 years of experience in the finance industry. Travis Poodiack 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.
Thiago Queiroz (CRD# 6739858) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has 1 year of experience in the finance industry.
Ricardo Quiros (CRD# 4917867) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 19 years of experience in the finance industry.
Jennifer Ramos (CRD# 5388560) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 15 years of experience in the finance industry.
David Rampello (CRD# 2023296) is an Investment Advisor Representative working at Commonwealth Financial Network in Leominster, MA and has over 34 years of experience in the finance industry.