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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
Gregory Peterson (CRD# 4586325) is an Investment Advisor Representative working at Adaptive Financial Solutions Inc. in Waban, MA and has 1 year of experience in the finance industry.
Brenda Wenning (CRD# 2030965) is an Investment Advisor Representative working at Wenning Investments, LLC in Waban, MA and has over 21 years of experience in the finance industry.
Matthew Bloom (CRD# 7311042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waban, MA and has 1 year of experience in the finance industry.
Henry McKay (CRD# 7569058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waban, MA and has 1 year 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...
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.
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.
Gregory Abate (CRD# 5158798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 17 years of experience in the finance industry.
Rebecca Abbatamarco-Boisclair (CRD# 4030542) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumberland, RI and has over 24 years of experience in the finance industry.