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Distance Only Stoughton, 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
Eric Belsky (CRD# 5008921) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stoughton, MA and has over 7 years of experience in the finance industry.
Jonathan Busa (CRD# 2360394) is an Investment Advisor Representative working at Ceres Financial Group, Inc. in Stoughton, MA and has over 30 years of experience in the finance industry.
Nicholas De Peyster (CRD# 1529007) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 23 years of experience in the finance industry. Nicholas De Peyster 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.
Daniel Duval (CRD# 6220899) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 10 years of experience in the finance industry.
Paul Duval (CRD# 2076914) is President of Genesis Wealth Advisors, LLC in Stoughton, MA and has over 26 years of experience in the finance industry.
Richard Hern (CRD# 4072121) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Stoughton, MA and has over 24 years of experience in the finance industry. Richard Hern 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.
Joanna Khan (CRD# 3125179) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stoughton, MA and has over 25 years of experience in the finance industry.
Brian McGivern (CRD# 5438260) is an Investment Advisor Representative working at Stonestreet Financial, Inc. in Stoughton, MA and has over 15 years of experience in the finance industry.
Laurence Perlmutter (CRD# 5584763) is an Investment Advisor Representative working at Perlmutter, Laurence M. in Stoughton, MA and has 1 year of experience in the finance industry.