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Distance Only Portsmouth, NH
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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
Jeffrey Keefe (CRD# 2299883) is an Investment Advisor Representative working at Commonwealth Financial Network in Portsmouth, NH and has over 31 years of experience in the finance industry.
Hilton Kelly (CRD# 4303042) is an Investment Advisor Representative working at Capital Design Private Wealth LLC in Portsmouth, NH and has over 23 years of experience in the finance industry.
Kelly Kingsbury Roskilly (CRD# 4472218) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 22 years of experience in the finance industry.
Robert Kintz (CRD# 1007926) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 16 years of experience in the finance industry.
Joanne Knight (CRD# 6203187) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 10 years of experience in the finance industry.
Nathaniel Krakow (CRD# 4941480) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 18 years of experience in the finance industry.
Matthew Kreger (CRD# 6608755) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 8 years of experience in the finance industry.
Daphne Lafazan (CRD# 2580293) is an Investment Advisor Representative working at Nvest Financial, LLC in Portsmouth, NH and has over 6 years of experience in the finance industry. Daphne Lafazan 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 Lahaise (CRD# 2579925) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 24 years of experience in the finance industry.
Andre Laplante (CRD# 5781133) is an Investment Advisor Representative working at Capital Design Private Wealth LLC in Portsmouth, NH and has over 13 years of experience in the finance industry.