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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
Kristine Koczajowski (CRD# 4376277) is an Investment Advisor Representative working at Lpl Financial LLC in Northampton, MA and has over 22 years of experience in the finance industry. Kristine Koczajowski 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.
Cynthia Kordys (CRD# 5794206) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Swanzey, NH and has over 13 years of experience in the finance industry.
Daniel Kunhardt (CRD# 1457542) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 38 years of experience in the finance industry.
Allisyn Lambert (CRD# 6690564) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 7 years of experience in the finance industry.
Jennifer Lane (CRD# 2472087) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 29 years of experience in the finance industry. Jennifer Lane 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.
Jessica Lapollo (CRD# 5844494) 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.
Vikki Lenhart (CRD# 4738433) is an Investment Advisor Representative working at Hart & Patterson Financial Group in Amherst, MA and has over 15 years of experience in the finance industry. Vikki Lenhart 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.
Steven Lepage (CRD# 4036106) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belchertown, MA and has over 23 years of experience in the finance industry.
Jedediah Liebert (CRD# 5469200) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 16 years of experience in the finance industry. Jedediah Liebert 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 Lindsey (CRD# 1172875) is an Investment Advisor Representative working at Swallow Farms Capital Management in Amherst, MA and has over 40 years of experience in the finance industry.