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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 Clausen (CRD# 5631732) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has 1 year of experience in the finance industry.
Anthony Colletti (CRD# 4967825) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Westborough, MA and has over 18 years of experience in the finance industry.
Lisa Comeau (CRD# 2769158) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 25 years of experience in the finance industry.
Julie Cormier (CRD# 5118143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 11 years of experience in the finance industry.
Nicholas Cosentino (CRD# 1916176) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 35 years of experience in the finance industry. Nicholas Cosentino 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.
Janelle Coulman (CRD# 4820452) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. Janelle Coulman 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.
Thomas Curran (CRD# 1852454) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westborough, MA and has over 35 years of experience in the finance industry.
Mitchell Custenborder (CRD# 5192701) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 10 years of experience in the finance industry.
Justin Davis (CRD# 5631607) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 15 years of experience in the finance industry. Justin Davis 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.
Matthew Davis (CRD# 4667592) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 20 years of experience in the finance industry.