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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
Bonnie Kirchner (CRD# 2219277) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marion, MA and has over 31 years of experience in the finance industry. Bonnie Kirchner 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 Kiziuk (CRD# 4321114) is an Investment Advisor Representative working at Avantax Advisory Services in Marshfield, MA and has over 22 years of experience in the finance industry.
David Kopack (CRD# 3257972) is an Investment Advisor Representative working at Boston Investment Trust Management, Inc. in Bridgewater, MA and has over 24 years of experience in the finance industry.
Pamela Krueger (CRD# 1140994) is an Investment Advisor Representative working at Wealthramp, Inc. in Osterville, MA and has over 35 years of experience in the finance industry.
Elizabeth Lacroix (CRD# 4388271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 21 years of experience in the finance industry.
Jonathan Laird (CRD# 2449573) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vineyard Haven, MA and has over 28 years of experience in the finance industry. Jonathan Laird 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.
Laura Lake (CRD# 4520478) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rockland, MA and has over 19 years of experience in the finance industry.
Michael Laliberte (CRD# 2037749) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Bedford, MA and has over 34 years of experience in the finance industry.
Lars Lambrecht (CRD# 2251389) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rehoboth, MA and has over 24 years of experience in the finance industry. Lars Lambrecht 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.
Peter Landry (CRD# 3027706) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rockland, MA and has over 26 years of experience in the finance industry.