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Distance Only Wakefield, 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
John Howard (CRD# 5208070) is an Investment Advisor Representative working at Eagle Strategies LLC in Wakefield, MA and has over 17 years of experience in the finance industry.
Ross James (CRD# 5953324) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 12 years of experience in the finance industry. Ross James 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.
Steven Johnson (CRD# 4984644) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wakefield, MA and has over 18 years of experience in the finance industry.
Donald Joyal (CRD# 2397903) is an Investment Advisor Representative working at Flagship Wealth Advisors, LLC in Wakefield, MA and has over 30 years of experience in the finance industry.
Richard Joyal (CRD# 2381353) is an Investment Advisor Representative working at Flagship Wealth Advisors, LLC in Wakefield, MA and has over 30 years of experience in the finance industry.
Michael Krisko (CRD# 4686873) is an Investment Advisor Representative working at Commonwealth Financial Network in Wakefield, MA and has over 20 years of experience in the finance industry. Michael Krisko 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 Labrie (CRD# 2171774) is an Investment Advisor Representative working at Compass Point Retirement Planning, Inc. in Wakefield, MA and has over 32 years of experience in the finance industry.
Kevin Leung (CRD# 5431630) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 8 years of experience in the finance industry.
Brian Lopez (CRD# 6524157) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 8 years of experience in the finance industry.
Gordon Maloney (CRD# 5214700) is an Investment Advisor Representative working at Mahoney Fiorentino & Co P.c. in Wakefield, MA and has 1 year of experience in the finance industry. Gordon Maloney 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.