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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
Bradford Greenleaf (CRD# 4346263) is an Investment Advisor Representative working at Trinexus Capital, LLC in Windham, NH and has 1 year of experience in the finance industry.
Jared Hoole (CRD# 4640148) is an Investment Advisor Representative working at Lakeside Financial Planning, LLC in Windham, NH and has over 10 years of experience in the finance industry. Jared Hoole 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.
Kyle Kadish (CRD# 4864706) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Windham, NH and has over 17 years of experience in the finance industry.
Christopher Kelliher (CRD# 4743840) is an Investment Advisor Representative working at Creative Planning in Windham, NH and has over 20 years of experience in the finance industry. Christopher Kelliher 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.
David Kiley (CRD# 5571802) is an Investment Advisor Representative working at Lpl Financial LLC in Windham, NH and has over 15 years of experience in the finance industry.
Jeffrey Masucci (CRD# 6446838) is an Investment Advisor Representative working at J Allen Capital Advisors, LLC in Windham, NH and has over 9 years of experience in the finance industry.
Thomas McEnaney (CRD# 1467923) is an Investment Advisor Representative working at Catalyst Investment Management LLC in Windham, NH and has over 38 years of experience in the finance industry. Thomas McEnaney 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 Murphy (CRD# 7053413) is an Investment Advisor Representative working at Edward Jones in Windham, NH and has over 5 years of experience in the finance industry.
John Pallaria (CRD# 3233441) is an Investment Advisor Representative working at Principal Securities, Inc. in Windham, NH and has over 24 years of experience in the finance industry. John Pallaria 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.
Kimberly Quinn (CRD# 2320442) is an Investment Advisor Representative working at Catalyst Investment Management LLC in Windham, NH and has over 31 years of experience in the finance industry. Kimberly Quinn 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.