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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
Joshua Houle (CRD# 5887939) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 13 years of experience in the finance industry. Joshua Houle 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.
Christopher Huxley (CRD# 5829206) is an Investment Advisor Representative working at Edward Jones in Florence, MA and has over 13 years of experience in the finance industry.
Louis Jeffries (CRD# 4847209) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hadley, MA and has over 19 years of experience in the finance industry.
Michael Johnson (CRD# 2678141) is an Investment Advisor Representative working at Lpl Financial LLC in Turners Falls, MA and has over 28 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.
Cailte Kelley (CRD# 6684994) is an Investment Advisor Representative working at Edward Jones in Winchendon, MA and has over 7 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.
William Kessler (CRD# 1645594) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Athol, MA and has over 35 years of experience in the finance industry.
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.