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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
Daniel Smereck (CRD# 6868806) is an Investment Advisor Representative working at Strategic Asset Alliance in Camden, ME and has over 6 years of experience in the finance industry.
Robert Stallworth (CRD# 2182881) is an Investment Advisor Representative working at Primerica Advisors in Belfast, ME and has over 30 years of experience in the finance industry.
Marion Syversen (CRD# 3222017) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hampden, ME and has over 24 years of experience in the finance industry.
Sean Thomas (CRD# 4425164) is an Investment Advisor Representative working at Avantax Advisory Services in Hampden, ME and has over 19 years of experience in the finance industry.
Jerry Troger (CRD# 5742573) is an Investment Advisor Representative working at Edward Jones in Ellsworth, ME and has over 14 years of experience in the finance industry.
Charles White (CRD# 5398789) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Camden, ME and has over 16 years of experience in the finance industry.
Ryan Willette (CRD# 5056955) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 18 years of experience in the finance industry. Ryan Willette 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.
David Williams (CRD# 3190288) is an Investment Advisor Representative working at Deer Isle Research & Management, LLC in Stonington, ME and has over 24 years of experience in the finance industry.
Ronald Wrobel (CRD# 5707251) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 14 years of experience in the finance industry.
Jesse Bifulco (CRD# 7204137) is an Investment Advisor Representative working at Penbay Financial, LLC in Camden, ME and has over 4 years of experience in the finance industry.