-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Burton (CRD# 2510760) is an Investment Advisor Representative working at Crystal Capital Management Corporation in Saugus, MA and has over 29 years of experience in the finance industry. William Burton 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.
Frank Perella (CRD# 2892285) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saugus, MA and has over 26 years of experience in the finance industry.
Anthony Speziale (CRD# 718476) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Saugus, MA and has over 37 years of experience in the finance industry.
Michael Sullivan (CRD# 4567164) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Saugus, MA and has over 21 years of experience in the finance industry. Michael Sullivan 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.
Harold Zazula (CRD# 6096583) is an Investment Advisor Representative working at Crystal Capital Management Corporation in Saugus, MA and has over 11 years of experience in the finance industry.
Fabiola Louis-Jean (CRD# 7386754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saugus, MA and has over 2 years of experience in the finance industry.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
Marcus Miller (CRD# 7339646) is an Investment Advisor Representative working at Mainstay Capital in Middleburg, FL and has 7 years of experience in the finance industry. Marcus Miller 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 32 years of experience in the finance industry.