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Distance Only Charlestown, 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
Matthew Antonellis (CRD# 6701276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlestown, MA and has over 7 years of experience in the finance industry.
Rebecca Chiccino (CRD# 2377036) is an Investment Advisor Representative working at Lpl Financial LLC in Charlestown, MA and has over 30 years of experience in the finance industry.
Kevin Connors (CRD# 4661326) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlestown, MA and has over 20 years of experience in the finance industry.
Andrew Hawes (CRD# 5793295) is an Investment Advisor Representative working at Vista Way Advisors in Charlestown, MA and has over 10 years of experience in the finance industry.
Kelly Hudak (CRD# 4808236) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlestown, MA and has over 19 years of experience in the finance industry.
Sean McDonough (CRD# 2737081) is an Investment Advisor Representative working at Onboard Financial Management, LLC in Charlestown, MA and has over 27 years of experience in the finance industry. Sean McDonough 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.
Tia McNamara (CRD# 6292592) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlestown, MA and has over 7 years of experience in the finance industry.
Colby Ross (CRD# 5980199) is an Investment Advisor Representative working at Clear Dollar, LLC in Charlestown, MA and has over 8 years of experience in the finance industry.
James Swallow (CRD# 4630472) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlestown, MA and has over 21 years of experience in the finance industry.
Edward Tribble (CRD# 4611438) is an Investment Advisor Representative working at Monument Asset Management, LLC in Charlestown, MA and has over 20 years of experience in the finance industry.