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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
Christopher Hovey (CRD# 5222106) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 17 years of experience in the finance industry.
Adam Jacobs (CRD# 2930867) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 26 years of experience in the finance industry. Adam Jacobs 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.
Michael Jankovic (CRD# 5973165) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 11 years of experience in the finance industry.
Eric Jansen (CRD# 1719437) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 36 years of experience in the finance industry.
Peter Jaworski (CRD# 2924203) is an Investment Advisor Representative working at Lpl Financial LLC in Westborough, MA and has over 26 years of experience in the finance industry. Peter Jaworski 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.
Steven Johnson (CRD# 1995029) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 34 years of experience in the finance industry.
Katie-lee Kallin (CRD# 5073434) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 16 years of experience in the finance industry.
Suraj Kapur (CRD# 5794720) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 13 years of experience in the finance industry.
Zainab Karim (CRD# 7010348) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 5 years of experience in the finance industry.
Nicholas Kraszyk (CRD# 5010874) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 18 years of experience in the finance industry.