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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
Meredith Koenig (CRD# 5346851) is an Investment Advisor Representative working at Lumina Wealth Management, LLC in Wilmington, NC and has over 16 years of experience in the finance industry.
Megan Kopka (CRD# 5380442) is an Investment Advisor Representative working at Apprise Wealth Management LLC in Phoenix, MD and has over 16 years of experience in the finance industry.
Daniel Kotovsky (CRD# 1444946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southport, NC and has over 38 years of experience in the finance industry. Daniel Kotovsky 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.
Kevin Kramer (CRD# 6768716) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 6 years of experience in the finance industry.
Steven Krasnipol (CRD# 1880649) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wilmington, NC and has over 34 years of experience in the finance industry. Steven Krasnipol 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.
Patricia Kusek (CRD# 4148218) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, NC and has over 24 years of experience in the finance industry.
Gregory Kutrow (CRD# 2562174) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Wilmington, NC and has over 29 years of experience in the finance industry. Gregory Kutrow 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.
Julie Lancaster (CRD# 2447432) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 30 years of experience in the finance industry.
Gordon Lane (CRD# 830236) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 44 years of experience in the finance industry.
John Lawrence (CRD# 4858869) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southport, NC and has over 19 years of experience in the finance industry.