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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
Melody Foti (CRD# 1012345) is an Investment Advisor Representative working at Commonwealth Financial Network in Northampton, MA and has over 24 years of experience in the finance industry. Melody Foti 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.
Devon Francis (CRD# 4596139) is an Investment Advisor Representative working at Fiducient Advisors LLC in Windsor, CT and has over 13 years of experience in the finance industry.
David Frazier (CRD# 4360649) is an Investment Advisor Representative working at Worcester Advisors in Worcester, MA and has 1 year of experience in the finance industry.
Gregory Freeman (CRD# 5178528) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 12 years of experience in the finance industry.
Heather Freeman (CRD# 4818938) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 19 years of experience in the finance industry.
Owen Freeman-Daniels (CRD# 4487133) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in West Springfield, MA and has over 22 years of experience in the finance industry. Owen Freeman-Daniels 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 Friese (CRD# 5226633) is an Investment Advisor Representative working at Edward Jones in Amherst, MA and has over 17 years of experience in the finance industry.
John Frigeri (CRD# 5201533) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 14 years of experience in the finance industry.
John Frongillo (CRD# 2353800) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 27 years of experience in the finance industry.
John Gaglioti (CRD# 4151729) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 14 years of experience in the finance industry.