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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
Scott Foster (CRD# 1521733) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westborough, MA and has over 37 years of experience in the finance industry.
Joshua Loban (CRD# 4844942) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Westborough, MA and has over 16 years of experience in the finance industry.
Danielle Accardi (CRD# 4385290) is an Investment Advisor Representative working at Lpl Financial LLC in Wilbraham, MA and has over 9 years of experience in the finance industry.
Andrew Adil (CRD# 2093525) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in South Windsor, CT and has over 20 years of experience in the finance industry.
Brandon Affeldt (CRD# 6423673) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 7 years of experience in the finance industry.
Jeffrey Affeldt (CRD# 1748546) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 36 years of experience in the finance industry.
Peter Alexopoulos (CRD# 2955131) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 26 years of experience in the finance industry.
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.
Peter Alminas (CRD# 5615699) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 14 years of experience in the finance industry. Peter Alminas 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.