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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
Brogan O'connor (CRD# 6217052) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 10 years of experience in the finance industry. Brogan O'connor 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.
Richard O'connor (CRD# 6732349) is an Investment Advisor Representative working at Johnson O'connor Wealth Management in Wakefield, MA and has 1 year of experience in the finance industry.
Nathan O'loughlin (CRD# 3193623) is an Investment Advisor Representative working at Commonwealth Financial Network in Wakefield, MA and has over 21 years of experience in the finance industry.
Nicholas Ockenga (CRD# 6700020) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 6 years of experience in the finance industry.
Lyn Parker (CRD# 6193027) is an Investment Advisor Representative working at Whitman Financial Services, LLC in Wakefield, MA and has over 10 years of experience in the finance industry. Lyn Parker 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.
Alan Pfeffer (CRD# 3070417) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 14 years of experience in the finance industry.
Martin Plecinoga (CRD# 2776556) is an Investment Advisor Representative working at Compass Point Retirement Planning, Inc. in Wakefield, MA and has over 27 years of experience in the finance industry.
Ianka Rando (CRD# 4711491) is an Investment Advisor Representative working at Bg Financial Planning in Wakefield, MA and has 1 year of experience in the finance industry. Ianka Rando 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.
Ryan Ransford (CRD# 6145106) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 11 years of experience in the finance industry. Ryan Ransford 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.
Brian Raymond (CRD# 5949167) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 13 years of experience in the finance industry.