-
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
Todd Ingwersen (CRD# 2804743) is an Investment Advisor Representative working at Savior Wealth in Wellesley, MA and has over 27 years of experience in the finance industry. Todd Ingwersen 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.
Philip Jameson (CRD# 1452524) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 38 years of experience in the finance industry.
Mitchel Johnson (CRD# 6019488) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wellesley, MA and has over 10 years of experience in the finance industry.
Robert Joseph (CRD# 2302064) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Wellesley, MA and has over 30 years of experience in the finance industry.
Kenneth Julian (CRD# 1189817) is an Investment Advisor Representative working at Washington Trust Advisors in Wellesley, MA and has over 32 years of experience in the finance industry.
Andrius Jurkunas (CRD# 4324527) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wellesley, MA and has over 23 years of experience in the finance industry.
Bruce Kaufman (CRD# 5896217) is an Investment Advisor Representative working at Bdkmarketgroup Investment Management LLC in Wellesley, MA and has over 12 years of experience in the finance industry.
Brian Kelleher (CRD# 5950253) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wellesley, MA and has over 9 years of experience in the finance industry. Brian Kelleher 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.
Justin Kern (CRD# 4681941) is an Investment Advisor Representative working at Morgan Stanley in Wellesley, MA and has over 15 years of experience in the finance industry.
Wilfred Keyser (CRD# 2628737) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 28 years of experience in the finance industry.