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Distance Only Portland, ME
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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
Corey Buzzell (CRD# 3275265) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 24 years of experience in the finance industry.
Steven Caminiti (CRD# 2085436) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 33 years of experience in the finance industry.
George Carr (CRD# 6446964) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has over 9 years of experience in the finance industry.
Matthew Carr (CRD# 2938682) is an Investment Advisor Representative working at Commonwealth Financial Network in Portland, ME and has over 26 years of experience in the finance industry.
Sara Casale (CRD# 6596420) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portland, ME and has over 8 years of experience in the finance industry. Sara Casale 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.
Samuel Chaplin (CRD# 7053342) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has over 5 years of experience in the finance industry.
Joshua Chase (CRD# 4134904) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Portland, ME and has over 18 years of experience in the finance industry. Joshua Chase 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.
Amy Chipman (CRD# 1671432) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, ME and has over 35 years of experience in the finance industry.
Christopher Chouinard (CRD# 4950459) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, ME and has over 18 years of experience in the finance industry. Christopher Chouinard 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.
Benjamin Clark (CRD# 2663792) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 28 years of experience in the finance industry.