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Distance Only Chestnut Hill, 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
Hadley Weinberg (CRD# 1067802) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chestnut Hill, MA and has over 37 years of experience in the finance industry. Hadley Weinberg 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.
Leah Weinberg (CRD# 6518295) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chestnut Hill, MA and has over 8 years of experience in the finance industry. Leah Weinberg 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.
Conor Duffy (CRD# 6816552) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 5 years of experience in the finance industry.
Jonathan Erb (CRD# 7289484) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 2 years of experience in the finance industry.
Alyssa Estro (CRD# 7538499) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has 1 year of experience in the finance industry.
Nathan Falso (CRD# 6577635) is an Investment Advisor Representative working at Citizens Securities, Inc. in Chestnut Hill, MA and has over 7 years of experience in the finance industry. Nathan Falso 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.
Robert Fitzgerald (CRD# 7462403) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 2 years of experience in the finance industry.
Kyle Gray (CRD# 7246460) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 3 years of experience in the finance industry. Kyle Gray 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.
Alison Kahl (CRD# 7148323) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 4 years of experience in the finance industry.
Maeve Keene (CRD# 7569836) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has 1 year of experience in the finance industry.