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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
Christopher Klimash (CRD# 2886821) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 25 years of experience in the finance industry.
Danielle Klimash (CRD# 3025911) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 21 years of experience in the finance industry.
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.
Steven Ladd (CRD# 4735385) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Kennebunk, ME and has over 20 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.
James Lamb (CRD# 2313210) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Scarborough, ME and has over 31 years of experience in the finance industry. James 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.