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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
Philip Keller (CRD# 4538201) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Concord, NH and has over 20 years of experience in the finance industry. Philip Keller 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 Kennelly (CRD# 4733631) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meredith, NH and has over 20 years of experience in the finance industry.
Katherine Kippen (CRD# 6812785) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Concord, NH and has over 6 years of experience in the finance industry.
Michael Knee (CRD# 5480965) is an Investment Advisor Representative working at Atlas Fiduciary Services, Inc. in Concord, NH and has over 6 years of experience in the finance industry.
Linda Knott (CRD# 1611545) is an Investment Advisor Representative working at Lpl Financial LLC in Laconia, NH and has over 33 years of experience in the finance industry. Linda Knott 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.
Regina Kozsan (CRD# 1512892) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Laconia, NH and has over 15 years of experience in the finance industry. Regina Kozsan 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.
William Krzesinski (CRD# 2508068) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Concord, NH and has over 29 years of experience in the finance industry.
James Kuekan (CRD# 806699) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Laconia, NH and has over 28 years of experience in the finance industry.
Jeremy Lathrop (CRD# 4311599) is an Investment Advisor Representative working at Citizens Securities, Inc. in Henniker, NH and has over 21 years of experience in the finance industry.
Peter Laufenberg (CRD# 6719775) is an Investment Advisor Representative working at The Ivy League Advisory Group, LLC in Tilton, NH and has over 7 years of experience in the finance industry.