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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
Kerri Kimball (CRD# 5098308) is an Investment Advisor Representative working at Commonwealth Financial Network in Chappaqua, NY and has over 17 years of experience in the finance industry. Kerri Kimball 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 Kirtio (CRD# 2217197) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
Amy Kistulinec (CRD# 2614830) is an Investment Advisor Representative working at Cardinal Capital Management, LLC in Greenwich, CT and has over 27 years of experience in the finance industry.
James Kivlehan (CRD# 5934574) is an Investment Advisor Representative working at Edward Jones in Stony Point, NY and has over 12 years of experience in the finance industry.
David Kleiner (CRD# 1985225) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Briarcliff Manor, NY and has over 34 years of experience in the finance industry. David Kleiner 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.
Steven Kleiner (CRD# 4407770) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Somers, NY and has over 22 years of experience in the finance industry.
Donald Kluge (CRD# 1607746) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasantville, NY and has over 37 years of experience in the finance industry.
John Knox (CRD# 1407389) is an Investment Advisor Representative working at Eagle Ridge Investment Management LLC in Stamford, CT and has over 37 years of experience in the finance industry.
Keith Kolinsky (CRD# 727215) is an Investment Advisor Representative working at Complete Financial Planning,inc. in New City, NY and has over 40 years of experience in the finance industry. Keith Kolinsky 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.