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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
William Goldenberg (CRD# 1485326) is an Investment Advisor Representative working at Shoreline Capital Corporation in Boothbay Harbor, ME and has over 29 years of experience in the finance industry.
Melissa Holmes (CRD# 6856091) is an Investment Advisor Representative working at Black Harbor Financial in Boothbay Harbor, ME and has 1 year of experience in the finance industry. Melissa Holmes 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.
Jean Huber (CRD# 4593331) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boothbay Harbor, ME and has over 16 years of experience in the finance industry.
Adam Maguire (CRD# 2997497) is an Investment Advisor Representative working at Lpl Financial LLC in Boothbay Harbor, ME and has over 26 years of experience in the finance industry.
Thomas Perkins (CRD# 2254512) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boothbay Harbor, ME and has over 31 years of experience in the finance industry.
Evelyn Blum (CRD# 5317004) is an Investment Advisor Representative working at Marshall Point Advisors LLC in Port Clyde, ME and has over 16 years of experience in the finance industry.
Andrew Burns (CRD# 5100943) is an Investment Advisor Representative working at Key Investment Services LLC in Brunswick, ME and has over 17 years of experience in the finance industry.
Harrison Caner (CRD# 4367046) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bremen, ME and has over 23 years of experience in the finance industry.
April Caron (CRD# 7003124) is an Investment Advisor Representative working at Edward Jones in Brunswick, ME and has over 5 years of experience in the finance industry.
Thomas Carr (CRD# 6124505) is an Investment Advisor Representative working at Edward Jones in Brunswick, ME and has over 11 years of experience in the finance industry.