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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
Kevin Kott (CRD# 1609595) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 37 years of experience in the finance industry.
Brian Krawez (CRD# 2426387) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has 1 year of experience in the finance industry.
Dennis Kreiner (CRD# 874520) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salinas, CA and has over 44 years of experience in the finance industry. Dennis Kreiner 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.
Kristina Kuprina (CRD# 5071286) is an Investment Advisor Representative working at Lpl Financial LLC in Aptos, CA and has over 18 years of experience in the finance industry.
Jacqueline Lakocy (CRD# 1062098) is an Investment Advisor Representative working at Continuum Advisory, LLC in Capitola, CA and has over 27 years of experience in the finance industry. Jacqueline Lakocy 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.
Maria Lamas (CRD# 6864183) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 5 years of experience in the finance industry.
Bradley Larson (CRD# 1207260) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Monterey, CA and has over 38 years of experience in the finance industry.
Leonard Laub (CRD# 1270865) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 40 years of experience in the finance industry.
Luann Lauesen (CRD# 4630433) is an Investment Advisor Representative working at Edward Jones in Watsonville, CA and has over 21 years of experience in the finance industry.
Caleb Lawrence (CRD# 2801527) is an Investment Advisor Representative working at Caleb Lawrence Registered Investment Adviser Inc. in Santa Cruz, CA and has over 27 years of experience in the finance industry.