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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
Peter Kelley (CRD# 1317728) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 39 years of experience in the finance industry.
Gary Kostowski (CRD# 5104220) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Claremont, NH and has over 17 years of experience in the finance industry.
Ryan Lacroix (CRD# 5359568) is an Investment Advisor Representative working at Edward Jones in White River Junction, VT and has over 16 years of experience in the finance industry.
Keith Lewandoski (CRD# 4234062) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in West Lebanon, NH and has over 23 years of experience in the finance industry.
Robert Maccioli (CRD# 4001151) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Claremont, NH and has over 24 years of experience in the finance industry.
Martha Maki (CRD# 4675960) is an Investment Advisor Representative working at Edward Jones in Claremont, NH and has over 20 years of experience in the finance industry.
Philip McCaull (CRD# 4345881) is an Investment Advisor Representative working at Commonwealth Financial Network in Lebanon, NH and has over 22 years of experience in the finance industry.
Ashleigh McFarlin (CRD# 6345878) is an Investment Advisor Representative working at Lpl Financial LLC in Claremont, NH and has over 4 years of experience in the finance industry. Ashleigh McFarlin 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.
Bryan McPherson (CRD# 4654228) is an Investment Advisor Representative working at Round Table Investment Management, LLC in West Lebanon, NH and has over 9 years of experience in the finance industry.
Heather Meeks (CRD# 5400868) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 16 years of experience in the finance industry. Heather Meeks 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.