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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
Naveed Ahmady (CRD# 6528663) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 8 years of experience in the finance industry.
Geoffrey Alexander (CRD# 2883211) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has over 27 years of experience in the finance industry.
Jeffrey Amell (CRD# 6647309) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, ME and has over 5 years of experience in the finance industry.
Helen Andreoli (CRD# 4211137) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 23 years of experience in the finance industry. Helen Andreoli 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.
Wyatt Andreoli (CRD# 6505207) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 7 years of experience in the finance industry.
William Arnold (CRD# 1205198) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, ME and has over 39 years of experience in the finance industry.
Jennifer Arsenault (CRD# 6785696) is an Investment Advisor Representative working at Edward Jones in Portland, ME and has over 6 years of experience in the finance industry.
Johann Azzopardi (CRD# 4903167) is an Investment Advisor Representative working at Prudential Financial Planning Services in Portland, ME and has over 19 years of experience in the finance industry.
Christine Balfour (CRD# 4175727) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portland, ME and has over 23 years of experience in the finance industry.
Allison Balmores (CRD# 5785776) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Portland, ME and has over 13 years of experience in the finance industry.