-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Glenn Lepene (CRD# 2628205) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Rochester, NH and has over 29 years of experience in the finance industry. Glenn Lepene 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.
Matthew Lessard (CRD# 1883631) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Concord, NH and has over 35 years of experience in the finance industry.
Jay Levy (CRD# 4866495) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry. Jay Levy 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.
Brendan Lewis (CRD# 4018373) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Laconia, NH and has over 24 years of experience in the finance industry.
Paul Leyden (CRD# 1273686) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Portsmouth, NH and has over 40 years of experience in the finance industry.
Chad Liston (CRD# 4456037) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sanford, ME and has over 22 years of experience in the finance industry.
Jeffrey Little (CRD# 703854) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portsmouth, NH and has over 44 years of experience in the finance industry. Jeffrey Little 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.
Andrew Litzerman (CRD# 5100134) is an Investment Advisor Representative working at Seascape Capital Management,llc in Portsmouth, NH and has over 14 years of experience in the finance industry.
Heather Long (CRD# 6359338) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has 1 year of experience in the finance industry. Heather Long 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.