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Distance Only Westborough, MA
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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
Mark Russo (CRD# 2983816) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 26 years of experience in the finance industry.
Kanan Sachdeva (CRD# 5876157) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Westborough, MA and has over 12 years of experience in the finance industry. Kanan Sachdeva 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.
Joseph Sciacca (CRD# 4418679) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 22 years of experience in the finance industry.
Thomas Shiffer (CRD# 4471246) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 22 years of experience in the finance industry. Thomas Shiffer 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.
Jae Song (CRD# 5958106) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry.
Matthew Sparrow (CRD# 4417045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 21 years of experience in the finance industry.
Alan Stayton (CRD# 1764405) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 36 years of experience in the finance industry.
Michael Stowe (CRD# 6136305) is an Investment Advisor Representative working at S & D Wealth Management, LLC in Westborough, MA and has 1 year of experience in the finance industry.
Kerri Sullivan-Kreiss (CRD# 2141713) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 33 years of experience in the finance industry. Kerri Sullivan-Kreiss 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.
Gordon Thomas (CRD# 6214036) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 8 years of experience in the finance industry. Gordon Thomas 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.