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Distance Only Needham Heights, 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
Stuart Armstrong (CRD# 1444870) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 38 years of experience in the finance industry. Stuart Armstrong 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 Basiri (CRD# 5752250) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 14 years of experience in the finance industry.
George Bernet (CRD# 2269159) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 31 years of experience in the finance industry. George Bernet 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.
Anthony Di Chiara (CRD# 5171548) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 16 years of experience in the finance industry.
Julie Donaruma (CRD# 5927432) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 8 years of experience in the finance industry.
Michael Fornal (CRD# 4543420) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 21 years of experience in the finance industry.
Kenneth Garon (CRD# 4643601) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham Heights, MA and has over 17 years of experience in the finance industry. Kenneth Garon 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.
Kevin Hill (CRD# 4940842) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 18 years of experience in the finance industry.
John Jeffries (CRD# 1332202) is an Investment Advisor Representative working at M3 Advisory Group, LLC in Needham Heights, MA and has over 17 years of experience in the finance industry.
Kevin Kogut (CRD# 2743982) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 26 years of experience in the finance industry.