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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
Danielle Houle (CRD# 5679248) is an Investment Advisor Representative working at Lpl Financial LLC in Branford, CT and has over 12 years of experience in the finance industry. Danielle Houle 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.
Richard Hutchinson (CRD# 1102708) is an Investment Advisor Representative working at Dick Hutchinson Registered Investment Advisor in Branford, CT and has over 39 years of experience in the finance industry. Richard Hutchinson 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.
Michael Illari (CRD# 4919091) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southampton, NY and has over 19 years of experience in the finance industry. Michael Illari 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.
Ryan Johnson (CRD# 5011525) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Center Moriches, NY and has over 18 years of experience in the finance industry.
Steven Kaczmarek (CRD# 2366781) is an Investment Advisor Representative working at East End Wealth Management in Hampton Bays, NY and has over 29 years of experience in the finance industry.
Fred Kalkstein (CRD# 263438) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in East Hampton, NY and has over 39 years of experience in the finance industry.
Russell Karpf (CRD# 4030326) is an Investment Advisor Representative working at Lpl Financial LLC in Branford, CT and has over 24 years of experience in the finance industry.
Nancy Kayekirsch (CRD# 1725604) is an Investment Advisor Representative working at Lpl Financial LLC in Westhampton, NY and has over 36 years of experience in the finance industry. Nancy Kayekirsch 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.
Yong Kim (CRD# 5654945) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hampton Bays, NY and has over 14 years of experience in the finance industry. Yong Kim 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.
Charles Koncz (CRD# 803649) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Branford, CT and has over 31 years of experience in the finance industry.