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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
Patricia Everett (CRD# 1403494) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 38 years of experience in the finance industry. Patricia Everett 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.
Nicholas Felici (CRD# 5821570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 7 years of experience in the finance industry.
Bruce Fenton (CRD# 2286983) is an Investment Advisor Representative working at Af Asset Management in Portsmouth, NH and has over 22 years of experience in the finance industry.
Kevin Ferland (CRD# 4050803) is an Investment Advisor Representative working at Lpl Financial LLC in Dover, NH and has over 24 years of experience in the finance industry.
Justin Finn (CRD# 4602403) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 20 years of experience in the finance industry.
Timothy Fitzbag (CRD# 2939172) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilford, NH and has over 26 years of experience in the finance industry.
Eric Flaim (CRD# 4618103) is the Managing Director at Estate Planners of New England LLC, in Portsmouth, NH and has over 15 years of experience in the finance industry.
Charles Flather (CRD# 1464083) is an Investment Advisor Representative working at Middlegreen Associates in Exeter, NH and has over 37 years of experience in the finance industry.
James Fogarty (CRD# 871196) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portsmouth, NH and has over 43 years of experience in the finance industry.
Michael Foley (CRD# 5042262) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 17 years of experience in the finance industry.