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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
Karen Aylor (CRD# 5306839) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 17 years of experience in the finance industry.
Jonathan Ayres (CRD# 1257648) is an Investment Advisor Representative working at Eagle Strategies LLC in Georgetown, MA and has over 38 years of experience in the finance industry.
Jonathan Ayres (CRD# 5564137) is an Investment Advisor Representative working at Eagle Strategies LLC in Georgetown, MA and has over 14 years of experience in the finance industry.
Sammy Azzouz (CRD# 4350513) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 23 years of experience in the finance industry. Sammy Azzouz 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.
Charles Babin (CRD# 9509) is an Investment Advisor Representative working at Boston Research And Management, Inc. in Manchester-by-the-Sea, MA and has over 32 years of experience in the finance industry.
Matthew Babson (CRD# 4758346) is an Investment Advisor Representative working at Good Harbor Advisors, Inc. in Gloucester, MA and has over 14 years of experience in the finance industry.
Christian Baca (CRD# 5892900) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 12 years of experience in the finance industry.
Kristina Baca (CRD# 5864138) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 13 years of experience in the finance industry. Kristina Baca 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.
Ryan Bachur (CRD# 6339388) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry.
Peter Bacilo (CRD# 1565868) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 37 years of experience in the finance industry.