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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
James Clifford (CRD# 1419478) is an Investment Advisor Representative working at Royal Fund Management, LLC in Brewer, ME and has over 38 years of experience in the finance industry.
Thomas Duff (CRD# 2265245) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brewer, ME and has over 25 years of experience in the finance industry.
Douglas Dulac (CRD# 1411702) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Carmel, ME and has over 24 years of experience in the finance industry.
Paul Dyer (CRD# 3131390) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Hampden, ME and has over 18 years of experience in the finance industry.
Patricia Freiwald (CRD# 5501795) is an Investment Advisor Representative working at Lpl Financial LLC in Orono, ME and has over 15 years of experience in the finance industry. Patricia Freiwald 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.
Tom Goodman (CRD# 4071345) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bucksport, ME and has over 24 years of experience in the finance industry.
Kristina Grant (CRD# 3209253) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ellsworth, ME and has over 22 years of experience in the finance industry.
Douglas Guerrette (CRD# 4723057) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hermon, ME and has over 12 years of experience in the finance industry.
Ronald Hamilton (CRD# 1092344) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ellsworth, ME and has over 21 years of experience in the finance industry.
Sonya Mitchell (CRD# 4391480) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ellsworth, ME and has over 22 years of experience in the finance industry.