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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
Steven Knapp (CRD# 2547608) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Florence, KY and has over 29 years of experience in the finance industry.
Christa Knollman (CRD# 5616575) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Florence, KY and has over 14 years of experience in the finance industry. Christa Knollman 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.
Kathleen Laverde (CRD# 2765762) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 27 years of experience in the finance industry.
Jeffrey Lawson (CRD# 3257793) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 24 years of experience in the finance industry. Jeffrey Lawson 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.
Jacqueline Levoir (CRD# 4706945) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Crestview Hills, KY and has over 20 years of experience in the finance industry. Jacqueline Levoir 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.
Matthew Longland (CRD# 5608761) is an Investment Advisor Representative working at Prosperity Capital Advisors in Crestview Hills, KY and has over 15 years of experience in the finance industry.
Tresa Louderback (CRD# 5114546) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 17 years of experience in the finance industry.
Jessica Lucas (CRD# 5518026) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Walton, KY and has over 15 years of experience in the finance industry.
Matthew Luken (CRD# 6125782) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Independence, KY and has over 11 years of experience in the finance industry.
Matthew Lyon (CRD# 5242333) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in Union, KY and has over 17 years of experience in the finance industry. Matthew Lyon 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.