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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
Mark Jones (CRD# 2228086) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, CT and has over 31 years of experience in the finance industry.
Daniel Jonker (CRD# 1245488) is an Investment Advisor Representative working at Summit Financial, LLC in New Milford, CT and has over 27 years of experience in the finance industry.
Edvard Jorgensen (CRD# 4499232) is an Investment Advisor Representative working at Seahorse Financial Advisers Inc. in Millbrook, NY and has over 21 years of experience in the finance industry.
Dorothy Kaiser (CRD# 1139492) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 20 years of experience in the finance industry.
Randye Kaplan (CRD# 1731454) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Roxbury, CT and has over 36 years of experience in the finance industry. Randye Kaplan 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 Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in Litchfield, CT and has over 28 years of experience in the finance industry.
Eric Katzman (CRD# 2300355) is an Investment Advisor Representative working at Rockingstone Advisors in Great Barrington, MA and has over 22 years of experience in the finance industry.
Michael Kirtio (CRD# 2217197) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
Thomas Lapointe (CRD# 4229023) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Waterbury, CT and has over 23 years of experience in the finance industry.