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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
Christopher Cortese (CRD# 6734228) is an Investment Advisor Representative working at Logbook Financial Planning, LLC in Rockport, ME and has over 7 years of experience in the finance industry. Christopher Cortese 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.
Douglas Curtis (CRD# 2342469) is an Investment Advisor Representative working at Edward Jones in Rockland, ME and has over 30 years of experience in the finance industry.
Michael Curtis (CRD# 6013173) is an Investment Advisor Representative working at Edward Jones in Thomaston, ME and has over 12 years of experience in the finance industry.
Leverett Davis (CRD# 717867) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Damariscotta, ME and has over 34 years of experience in the finance industry.
Robert Drach (CRD# 5148484) is an Investment Advisor Representative working at Drach Advisors LLC in Blue Hill, ME and has over 17 years of experience in the finance industry.
Lori Gervais (CRD# 4512295) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in China, ME and has over 20 years of experience in the finance industry.
Thomas Griffith (CRD# 5936242) is an Investment Advisor Representative working at Edward Jones in Lincolnville, ME and has over 12 years of experience in the finance industry.
James Heavey (CRD# 5341076) is an Investment Advisor Representative working at James Heavey Wealth Advisors, LLC in Rockport, ME and has over 16 years of experience in the finance industry.
Daniel Leach (CRD# 1015533) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Islesboro, ME and has over 38 years of experience in the finance industry. Daniel Leach 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.
James Letteney (CRD# 6264938) is an Investment Advisor Representative working at Letteney Financial Advisory, LLC in Waldoboro, ME and has over 10 years of experience in the finance industry.