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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
Jason Kastner (CRD# 3268079) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY 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 12 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.
Rhonda Lathrop (CRD# 6564520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 7 years of experience in the finance industry.
Sean Leblanc (CRD# 2163582) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, MA and has over 32 years of experience in the finance industry.
Shawn Leonard (CRD# 4643578) is an Investment Advisor Representative working at Commonwealth Financial Network in North Adams, MA and has over 21 years of experience in the finance industry.
Mitsuo Lockrow (CRD# 2640883) is an Investment Advisor Representative working at Cambridge Wealth Management, LLC in Cambridge, NY and has over 28 years of experience in the finance industry.
Breanna Lundy (CRD# 5842892) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 13 years of experience in the finance industry.
Thomas Maclaughlin (CRD# 2797844) is an Investment Advisor Representative working at Creative Planning in Waterford, NY and has over 26 years of experience in the finance industry. Thomas Maclaughlin 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.
Michael Mathon (CRD# 4024271) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manchester Center, VT and has over 24 years of experience in the finance industry.