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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
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.
Briana Andreoni (CRD# 4517189) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Rockland, ME and has over 17 years of experience in the finance industry.
Jac Arbour (CRD# 5332031) is an Investment Advisor Representative working at J.m. Arbour, LLC in Gardiner, ME and has over 8 years of experience in the finance industry. Jac Arbour 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.
Brian Beaulieu (CRD# 4214698) is an Investment Advisor Representative working at Commonwealth Financial Network in Camden, ME and has over 23 years of experience in the finance industry.
Brian Bernatchez (CRD# 1864436) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has over 31 years of experience in the finance industry. Brian Bernatchez 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.
Brian Berry (CRD# 4098174) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, ME and has over 23 years of experience in the finance industry.
Michael Brennan (CRD# 29814) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Winthrop, ME and has over 25 years of experience in the finance industry.
Patrick Brennan (CRD# 5303575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Winthrop, ME and has over 16 years of experience in the finance industry.
Steven Busque (CRD# 1341664) is an Investment Advisor Representative working at Prudential Financial Planning Services in Waterville, ME and has over 12 years of experience in the finance industry.
Seth Carlson (CRD# 5546268) is an Investment Advisor Representative working at Edward Jones in Waterville, ME and has over 15 years of experience in the finance industry.