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Distance Only Lee, MA
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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
Jason Free (CRD# 4789608) is an Investment Advisor Representative working at Lpl Financial LLC in Lee, MA and has over 19 years of experience in the finance industry.
Matthew Freitag (CRD# 6771138) is an Investment Advisor Representative working at St. Germain Investment Management in Lee, MA and has over 7 years of experience in the finance industry.
Kate Koplin (CRD# 6066816) is an Investment Advisor Representative working at Commonwealth Financial Network in Lee, MA and has over 9 years of experience in the finance industry. Kate Koplin 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 Zien (CRD# 1758878) is an Investment Advisor Representative working at Commonwealth Financial Network in Lee, MA and has over 35 years of experience in the finance industry. James Zien 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.
Marianne Fresia (CRD# 6708396) is an Investment Advisor Representative working at St. Germain Investment Management in Lee, MA and has 1 year of experience in the finance industry. Marianne Fresia 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.