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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
Eric Kolben (CRD# 2260333) is an Investment Advisor Representative working at Morgan Stanley in Portland, ME and has over 18 years of experience in the finance industry.
Jonathan Koperniak (CRD# 5380668) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Portland, ME and has over 16 years of experience in the finance industry. Jonathan Koperniak 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.
James Kos (CRD# 5054938) is an Investment Advisor Representative working at Commonwealth Financial Network in Cumberland Foreside, ME and has over 18 years of experience in the finance industry.
Bryce Kronk (CRD# 6659612) is an Investment Advisor Representative working at Commonwealth Financial Network in Portland, ME and has over 7 years of experience in the finance industry. Bryce Kronk 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.
Jeffrey Labbe (CRD# 2501096) is an Investment Advisor Representative working at Edward Jones in Bath, ME and has over 16 years of experience in the finance industry.
Amy Lacavera (CRD# 5872581) is an Investment Advisor Representative working at Avantax Advisory Services in Bath, ME and has over 11 years of experience in the finance industry.
Thomas Lafountain (CRD# 1549521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 37 years of experience in the finance industry.
Wendy Laidlaw (CRD# 4513551) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has over 19 years of experience in the finance industry.
Lisa Laliberte (CRD# 3031047) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewiston, ME and has 1 year of experience in the finance industry.
Michelle Lamb (CRD# 6857674) is an Investment Advisor Representative working at Maine Advisory Associates in Falmouth, ME and has over 6 years of experience in the finance industry. Michelle Lamb 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.