-
Distance Only Newton, MA
-
COMPENSATION Either
-
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
Lance Pan (CRD# 4747974) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has 1 year of experience in the finance industry.
Robert Patterson (CRD# 2264676) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 31 years of experience in the finance industry.
Kevin Pizzotti (CRD# 5598809) is an Investment Advisor Representative working at Ltg Capital LLC in Newton, MA and has over 15 years of experience in the finance industry.
Jonathan Pond (CRD# 4825202) is an Investment Advisor Representative working at Dakota Wealth, LLC in Newton, MA and has 1 year of experience in the finance industry.
Peter Rodis (CRD# 702155) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has over 44 years of experience in the finance industry.
Kate Ryan (CRD# 4594136) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 22 years of experience in the finance industry.
Patrick Ryan (CRD# 6243672) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 10 years of experience in the finance industry.
Ezra Samet (CRD# 6275083) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has 1 year of experience in the finance industry.
Aviva Sapers (CRD# 1301333) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Newton, MA and has over 39 years of experience in the finance industry.
Jennifer Silver (CRD# 2916296) is an Investment Advisor Representative working at Redwood Investments, LLC in Newton, MA and has over 26 years of experience in the finance industry.