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Distance Only Worcester, 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
John Kelley (CRD# 2889795) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Worcester, MA and has over 26 years of experience in the finance industry.
Caitlin Kerswell (CRD# 6560955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worcester, MA and has over 6 years of experience in the finance industry.
Ryan Kittredge (CRD# 5115328) is an Investment Advisor Representative working at Private Advisor Group, LLC in Worcester, MA and has over 17 years of experience in the finance industry. Ryan Kittredge 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.
Aaron Kohl (CRD# 5302029) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Worcester, MA and has over 9 years of experience in the finance industry. Aaron Kohl 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.
Christina Lafortune (CRD# 5950021) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 12 years of experience in the finance industry.
John Lamontagne (CRD# 2432551) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Worcester, MA and has over 28 years of experience in the finance industry.
Steven Larson (CRD# 2471027) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 30 years of experience in the finance industry. Steven Larson 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 Lemay (CRD# 5437603) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 16 years of experience in the finance industry.
John Lian (CRD# 3247257) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 16 years of experience in the finance industry.
John Llodra (CRD# 4675045) is an Investment Advisor Representative working at New Harbor Financial Group, LLC in Worcester, MA and has over 20 years of experience in the finance industry. John Llodra 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.