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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
Meredith Lyon (CRD# 6021833) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Rockland, ME and has over 8 years of experience in the finance industry.
Judith McDonald (CRD# 4917748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Damariscotta, ME and has over 16 years of experience in the finance industry.
Matthew Migliore (CRD# 6560352) is an Investment Advisor Representative working at Lpl Financial LLC in Waldoboro, ME and has over 8 years of experience in the finance industry.
Jeffrey O'roak (CRD# 6834454) is an Investment Advisor Representative working at Edward Jones in Belfast, ME and has over 6 years of experience in the finance industry.
Devon Perry (CRD# 5004219) is an Investment Advisor Representative working at Lpl Financial LLC in Waldoboro, ME and has over 17 years of experience in the finance industry.
John Piot (CRD# 2316784) is an Investment Advisor Representative working at Piot Associates LLC in Sedgwick, ME and has over 31 years of experience in the finance industry.
Dana Poston (CRD# 2425247) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Damariscotta, ME and has over 30 years of experience in the finance industry.
Nicholas Pye (CRD# 4751596) is an Investment Advisor Representative working at Cubic Pye Capital Management, Inc. in Belfast, ME and has over 21 years of experience in the finance industry.
Nancy Schultz (CRD# 4318143) is an Investment Advisor Representative working at Schultz Retirement Income Solutions, Inc. in Rockland, ME and has over 22 years of experience in the finance industry.
Gary Simel (CRD# 2320801) is an Investment Advisor Representative working at Lpl Financial LLC in Cushing, ME and has over 31 years of experience in the finance industry.