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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
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.
Judith McDonald (CRD# 4917748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Damariscotta, ME and has over 17 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.
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.
Evelyn Blum (CRD# 5317004) is an Investment Advisor Representative working at Marshall Point Advisors LLC in Port Clyde, ME and has over 16 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 17 years of experience in the finance industry.
Andrew Burns (CRD# 5100943) is an Investment Advisor Representative working at Key Investment Services LLC in Brunswick, ME and has over 17 years of experience in the finance industry.