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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
Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 18 years of experience in the finance industry. Edward Lane 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.
Karen Leonard (CRD# 4500500) is an Investment Advisor Representative working at Edward Jones in New Hartford, CT and has over 11 years of experience in the finance industry.
Scott Little (CRD# 5531868) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 22 years of experience in the finance industry.
Phuong Luong (CRD# 6815665) is an Investment Advisor Representative working at Just Wealth LLC in Pittsfield, MA and has over 7 years of experience in the finance industry. Phuong Luong 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.
Thomas Malinowski (CRD# 1488636) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 35 years of experience in the finance industry.
Steven Marantz (CRD# 1082207) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dalton, MA and has over 41 years of experience in the finance industry.
Zachary Marcotte (CRD# 6216786) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 10 years of experience in the finance industry.
Peter Mathes (CRD# 2455486) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hartford, CT and has over 30 years of experience in the finance industry.
Thomas McKeon (CRD# 4143349) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 24 years of experience in the finance industry.
John McLaughlin (CRD# 2650394) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Pittsfield, MA and has over 27 years of experience in the finance industry.