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Distance Only Woburn, 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
Robert Kelly (CRD# 5899947) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 5 years of experience in the finance industry.
Christopher Kenney (CRD# 5888259) is an Investment Advisor Representative working at Eagle Strategies LLC in Woburn, MA and has over 13 years of experience in the finance industry.
Edward Ketchaver (CRD# 7691307) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has 1 year of experience in the finance industry.
Antoine Meehan (CRD# 7192454) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has 1 year of experience in the finance industry.
Nicholas Mehlhorn (CRD# 7264120) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 2 years of experience in the finance industry.
Daniel Morong (CRD# 2499779) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woburn, MA and has over 29 years of experience in the finance industry. Daniel Morong 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.
Giordanio Nevil (CRD# 6957422) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Woburn, MA and has over 5 years of experience in the finance industry.
Gina Nolfi (CRD# 7682485) is an Investment Advisor Representative working at Commonwealth Financial Network in Woburn, MA and has 1 year of experience in the finance industry.
Christopher O'day (CRD# 7815198) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Woburn, MA and has 1 year of experience in the finance industry.
Raymond Powell (CRD# 7744584) is an Investment Advisor Representative working at Heritage Financial Services in Woburn, 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.