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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
Margaret Algieri (CRD# 2160557) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 29 years of experience in the finance industry.
Glenn Allan (CRD# 2355947) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 30 years of experience in the finance industry.
Rafael Alvarez (CRD# 1620520) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 36 years of experience in the finance industry.
Bryan Amandolare (CRD# 4013823) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 23 years of experience in the finance industry.
Elizabeth Amarillo (CRD# 5746176) 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.
Ernesto Amengual (CRD# 1929864) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 25 years of experience in the finance industry.
David Anderson (CRD# 5545499) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 11 years of experience in the finance industry.
Jennifer Anderson (CRD# 4695424) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 19 years of experience in the finance industry.
Todd Anderson (CRD# 3237882) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Worcester, MA and has over 24 years of experience in the finance industry.
William Anderson (CRD# 5681835) is an Investment Advisor Representative working at Redwood Private Wealth in Bolton, CT and has over 14 years of experience in the finance industry. William Anderson 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.