-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Christopher Karampatsos (CRD# 6924026) is an Investment Advisor Representative working at Commonwealth Financial Network in Williamstown, MA and has over 2 years of experience in the finance industry.
Carl Kempf (CRD# 4582931) is an Investment Advisor Representative working at Carissima Capital LLC in Troy, NY and has over 21 years of experience in the finance industry. Carl Kempf 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.
Caralee Kennedy (CRD# 7073448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 4 years of experience in the finance industry.
Patrick Kimmell (CRD# 7221441) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 3 years of experience in the finance industry.
Marissa Kirchner (CRD# 7601570) is an Investment Advisor Representative working at Lpl Financial LLC in North Adams, MA and has 1 year of experience in the finance industry.
Thomas Lansing (CRD# 5920861) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwich, NY and has over 12 years of experience in the finance industry.
Rachel Lauber (CRD# 3027895) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Salem, NY and has over 10 years of experience in the finance industry. Rachel Lauber 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 Losey (CRD# 2290403) is an Investment Advisor Representative working at Bill Losey Retirement Solutions, LLC in Greenwich, NY and has over 31 years of experience in the finance industry. William Losey 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.
Benjamin Murphy (CRD# 1624289) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mechanicville, NY and has over 37 years of experience in the finance industry.
Olivia Mussett (CRD# 3139980) is an Investment Advisor Representative working at Mussett Wealth Management, LLC in Rensselaer, NY and has over 24 years of experience in the finance industry. Olivia Mussett 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.