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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
Kimberly Mackenzie (CRD# 4899018) is an Investment Advisor Representative working at Edward Jones in Manchester, ME and has over 12 years of experience in the finance industry.
Oskar Matero (CRD# 7615580) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bath, ME and has 1 year of experience in the finance industry.
Samuel Mondonedo (CRD# 6241456) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Augusta, ME and has 1 year of experience in the finance industry.
Samuel Oppenheim (CRD# 7169213) is an Investment Advisor Representative working at Edward Jones in Augusta, ME and has over 4 years of experience in the finance industry.
Brie Pio (CRD# 5653200) is an Investment Advisor Representative working at Birch Point Wealth Management LLC in Rockport, ME and has over 7 years of experience in the finance industry. Brie Pio 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.
Jason Ritchie (CRD# 5000742) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bath, ME and has over 18 years of experience in the finance industry.
Rachael Siegfriedt (CRD# 7239014) is an Investment Advisor Representative working at Edward Jones in Monmouth, ME and has over 3 years of experience in the finance industry.
Ross Young (CRD# 7260218) is an Investment Advisor Representative working at Commonwealth Financial Network in Hallowell, ME and has 1 year of experience in the finance industry.
Benjamin Halliwell (CRD# 7379921) is an Investment Advisor Representative working at Fp Collaborators in Dresden, ME and has 1 year of experience in the finance industry.