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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
Angela Kelly (CRD# 4980591) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 15 years of experience in the finance industry.
Scott Kelly (CRD# 2427867) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 27 years of experience in the finance industry.
Timothy Kelly (CRD# 870662) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 41 years of experience in the finance industry.
Jordan Kerner (CRD# 5609857) is an Investment Advisor Representative working at Lpl Financial LLC in Westport, CT and has over 15 years of experience in the finance industry.
Sean Kilbride (CRD# 3074135) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westport, CT and has over 25 years of experience in the finance industry.
Robert Kinnie (CRD# 5629288) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Westport, CT and has over 15 years of experience in the finance industry.
Norman Kramer (CRD# 4485405) is an Investment Advisor Representative working at Norman Kramer Investments, Inc. in Westport, CT and has over 19 years of experience in the finance industry.
Donald Leeds (CRD# 1791478) is an Investment Advisor Representative working at Von Kohorn Research & Advisory, Inc. in Westport, CT and has over 11 years of experience in the finance industry.
Sean Lenahan (CRD# 3276960) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 16 years of experience in the finance industry.
Karen Lexow (CRD# 4821310) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 19 years of experience in the finance industry. Karen Lexow 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.