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Distance Only Westwood, 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
Trevor Donnelly (CRD# 6161924) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Westwood, MA and has over 10 years of experience in the finance industry.
Peter Donohoe (CRD# 2627978) is an Investment Advisor Representative working at Commonwealth Financial Network in Westwood, MA and has over 28 years of experience in the finance industry. Peter Donohoe 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.
Giuseppe Feraco (CRD# 2898752) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 21 years of experience in the finance industry.
Kenzie Ferris (CRD# 6787339) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry. Kenzie Ferris 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.
Jason Friday (CRD# 2436859) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 30 years of experience in the finance industry. Jason Friday 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.
Lisa Fruscella (CRD# 7007116) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 5 years of experience in the finance industry.
Hanna Gomez (CRD# 6569899) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry. Hanna Gomez 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.
Towera Gondwe (CRD# 4411137) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 22 years of experience in the finance industry.
Richard Greenwood (CRD# 1681589) is an Investment Advisor Representative working at Commonwealth Financial Network in Westwood, MA and has over 36 years of experience in the finance industry. Richard Greenwood 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 Guinta (CRD# 1214136) is an Investment Advisor Representative working at Fair Haven Capital LLC in Westwood, MA and has over 40 years of experience in the finance industry.