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Distance Only Portland, ME
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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
Timothy Keene (CRD# 3140793) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, ME and has over 25 years of experience in the finance industry.
Tammy Kelly (CRD# 5798349) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 11 years of experience in the finance industry.
Karen Kilbride (CRD# 4717531) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has 1 year of experience in the finance industry. Karen Kilbride 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.
Danielle Klimash (CRD# 3025911) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 21 years of experience in the finance industry.
Eric Kolben (CRD# 2260333) is an Investment Advisor Representative working at Morgan Stanley in Portland, ME and has over 18 years of experience in the finance industry.
Jonathan Koperniak (CRD# 5380668) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Portland, ME and has over 16 years of experience in the finance industry. Jonathan Koperniak 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.
Bryce Kronk (CRD# 6659612) is an Investment Advisor Representative working at Commonwealth Financial Network in Portland, ME and has over 7 years of experience in the finance industry. Bryce Kronk 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.
Thomas Lafountain (CRD# 1549521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 37 years of experience in the finance industry.
Wendy Laidlaw (CRD# 4513551) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has over 19 years of experience in the finance industry.
Andrea Landini (CRD# 1581628) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 37 years of experience in the finance industry.