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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
Michael Hepworth (CRD# 2448444) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 30 years of experience in the finance industry.
Diane Hoenig (CRD# 2409553) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kennebunk, ME and has over 30 years of experience in the finance industry. Diane Hoenig 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.
Lance Hoenig (CRD# 2143218) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kennebunk, ME and has over 32 years of experience in the finance industry. Lance Hoenig 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.
Stephen Hopkins (CRD# 4730599) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 7 years of experience in the finance industry.
Susan John (CRD# 1830060) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 36 years of experience in the finance industry. Susan John 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.
Christopher Keefe (CRD# 1791927) is an Investment Advisor Representative working at Lpl Financial LLC in Kennebunk, ME and has over 36 years of experience in the finance industry.
Donna Kelly (CRD# 2438463) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Arundel, ME and has over 16 years of experience in the finance industry.
Linda Knott (CRD# 1611545) is an Investment Advisor Representative working at Lpl Financial LLC in Laconia, NH and has over 33 years of experience in the finance industry. Linda Knott 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.
Regina Kozsan (CRD# 1512892) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Laconia, NH and has over 15 years of experience in the finance industry. Regina Kozsan 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 Krause (CRD# 5739390) is an Investment Advisor Representative working at William J. Krause Cpa, P.c. in Wolfeboro, NH and has 1 year of experience in the finance industry.