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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
Daosith Lemay (CRD# 4849794) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 19 years of experience in the finance industry. Daosith Lemay 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.
Brendan Lewis (CRD# 4018373) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Laconia, NH and has over 24 years of experience in the finance industry.
Heather Long (CRD# 6359338) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has 1 year of experience in the finance industry. Heather Long 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.
Norman Long (CRD# 4170626) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilford, NH and has over 23 years of experience in the finance industry.
Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Holderness, NH and has over 9 years of experience in the finance industry. Kelly Luethje 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.
John Macdonald (CRD# 1432428) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Conway, NH and has over 38 years of experience in the finance industry.
Thomas Macpherson (CRD# 6579851) is an Investment Advisor Representative working at Nintai Investments LLC in Warren, NH and has over 8 years of experience in the finance industry.
Kristen Madden (CRD# 1629153) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 37 years of experience in the finance industry.
Robert Maloney (CRD# 4556149) is an Investment Advisor Representative working at Squam Lakes Financial Advisors, LLC in Holderness, NH and has 32 years of experience in the finance industry.
Susan McBournie (CRD# 6585407) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Moultonborough, NH and has over 8 years of experience in the finance industry.