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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
Peter Higgins (CRD# 2093074) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 27 years of experience in the finance industry.
Benjamin Holloway (CRD# 6573425) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has 1 year of experience in the finance industry.
Brendan Kerr (CRD# 6961648) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 4 years of experience in the finance industry.
Nicole Lithway (CRD# 6710365) 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.
Michael McGrath (CRD# 6095928) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 11 years of experience in the finance industry.
Kaitlyn Miller (CRD# 6639101) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westwood, MA and has 1 year of experience in the finance industry.
Kenneth Pollard (CRD# 7394215) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 2 years of experience in the finance industry.
Raymond Powell (CRD# 7744584) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry. Raymond Powell 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.
Jennifer Riley (CRD# 5161949) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 13 years of experience in the finance industry. Jennifer Riley 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.
Christopher Ruta (CRD# 6304473) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry. Christopher Ruta 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.