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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
Daniel Kates (CRD# 5790371) is an Investment Advisor Representative working at United Capital Financial Advisors in Holyoke, MA and has over 13 years of experience in the finance industry.
Penelope Kaufman (CRD# 1922598) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 17 years of experience in the finance industry.
Molly Keegan (CRD# 5194594) is an Investment Advisor Representative working at Commonwealth Financial Network in Hadley, MA and has over 17 years of experience in the finance industry.
Jean Kelley (CRD# 2270837) is an Investment Advisor Representative working at Commonwealth Financial Network in Holyoke, MA and has over 24 years of experience in the finance industry.
Sara Kermenski (CRD# 5914319) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marlboro, VT and has over 13 years of experience in the finance industry.
Karen Kettles (CRD# 2189404) is an Investment Advisor Representative working at Edward Jones in Adams, MA and has over 32 years of experience in the finance industry.
Adam Kirby (CRD# 3244475) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsfield, MA and has over 22 years of experience in the finance industry.
William Kirby (CRD# 818650) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsfield, MA and has over 43 years of experience in the finance industry. William Kirby 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.
Adam Kittredge (CRD# 3192184) is an Investment Advisor Representative working at Commonwealth Financial Network in Florence, MA and has over 21 years of experience in the finance industry.
Kristine Koczajowski (CRD# 4376277) is an Investment Advisor Representative working at Lpl Financial LLC in Hadley, MA and has over 22 years of experience in the finance industry. Kristine Koczajowski 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.