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Distance Metro area (25 miles)
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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
Margaret Koetzner (CRD# 1902526) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 23 years of experience in the finance industry.
Brandon Labelle (CRD# 6311766) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Woburn, MA and has over 9 years of experience in the finance industry.
Eleni Liakakis (CRD# 5649567) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Woburn, MA and has over 15 years of experience in the finance industry. Eleni Liakakis 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.
Richard Losanno (CRD# 2931685) is an Investment Advisor Representative working at Single Track Financial, Inc. in Woburn, MA and has over 26 years of experience in the finance industry.
Seth Marsters (CRD# 5645098) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Woburn, MA and has over 14 years of experience in the finance industry.
James Maxon (CRD# 3158896) is an Investment Advisor Representative working at James D. Maxon Financial Advisors, LLC in Woburn, MA and has over 25 years of experience in the finance industry.
Daniel McGrath (CRD# 3071823) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woburn, MA and has over 18 years of experience in the finance industry.
Paul McNulty (CRD# 1457936) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 32 years of experience in the finance industry. Paul McNulty 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 Meehan (CRD# 1335317) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 38 years of experience in the finance industry.
Michael Michaelson (CRD# 6023983) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 11 years of experience in the finance industry.