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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
Joseph Kopec (CRD# 2538704) is an Investment Advisor Representative working at Lpl Financial LLC in Sussex, NJ and has over 29 years of experience in the finance industry.
Frank Korszoloski (CRD# 3074977) is an Investment Advisor Representative working at Lpl Financial LLC in Newton, NJ and has over 25 years of experience in the finance industry. Frank Korszoloski 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 Krivicich (CRD# 2059402) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 25 years of experience in the finance industry.
Paiwei Lee (CRD# 3079502) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Matamoras, PA and has over 25 years of experience in the finance industry.
George Legakis (CRD# 3163349) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lord Valley, PA and has over 25 years of experience in the finance industry.
Jeffrey Little (CRD# 6804406) is an Investment Advisor Representative working at Equitable Advisors, LLC in Middletown, NY and has over 5 years of experience in the finance industry.
Frank Locatell (CRD# 2217330) is an Investment Advisor Representative working at Fiducient Advisors LLC in Goshen, NY and has over 15 years of experience in the finance industry. Frank Locatell 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.
James Loehle (CRD# 1058775) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 33 years of experience in the finance industry.
Sharon Lolk (CRD# 5099196) is an Investment Advisor Representative working at Advice And Planning Services in Newton, NJ and has over 16 years of experience in the finance industry.
Albert Losco (CRD# 4188363) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, NJ and has over 19 years of experience in the finance industry.