-
Distance Only Westborough, MA
-
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
Robert McGann (CRD# 1315908) is an Investment Advisor Representative working at Avantax Advisory Services in Westborough, MA and has over 26 years of experience in the finance industry.
Kevin McGrath (CRD# 1031637) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 41 years of experience in the finance industry.
Elaine McLaughlin (CRD# 4617424) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 19 years of experience in the finance industry.
Victor Melfa (CRD# 5173860) is an Investment Advisor Representative working at Factor Investing Group in Westborough, MA and has over 15 years of experience in the finance industry.
Christina Mitkonis (CRD# 5977894) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 11 years of experience in the finance industry. Christina Mitkonis 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.
Katie Moore (CRD# 4685447) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 11 years of experience in the finance industry.
Richard Moore (CRD# 2990332) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 26 years of experience in the finance industry.
Jennifer Moran (CRD# 5277599) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 16 years of experience in the finance industry. Jennifer Moran 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.
Bruce Munger (CRD# 2421006) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 30 years of experience in the finance industry.
Alec Murray (CRD# 5818820) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 11 years of experience in the finance industry. Alec Murray 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.