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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
Jessica Kreger (CRD# 5700793) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has 1 year of experience in the finance industry. Jessica Kreger 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 Kreger (CRD# 6608755) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 8 years of experience in the finance industry.
John Lachapelle (CRD# 1362547) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Portsmouth, NH and has over 38 years of experience in the finance industry.
Daphne Lafazan (CRD# 2580293) is an Investment Advisor Representative working at Nvest Financial, LLC in Portsmouth, NH and has over 6 years of experience in the finance industry. Daphne Lafazan 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 Lahaise (CRD# 2579925) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 24 years of experience in the finance industry.
Andre Laplante (CRD# 5781133) is an Investment Advisor Representative working at Capital Design Private Wealth LLC in Portsmouth, NH and has over 13 years of experience in the finance industry.
Ellen Lavin (CRD# 4665913) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 20 years of experience in the finance industry.
Jason Lawrence (CRD# 5517839) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 15 years of experience in the finance industry. Jason Lawrence 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.
Jason Leblanc (CRD# 6782560) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 6 years of experience in the finance industry.
Jay Levy (CRD# 4866495) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry. Jay Levy 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.