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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
Michael Pate (CRD# 6269987) is an Investment Advisor Representative working at J. Murphy Asset And Tax Management in Westbrook, ME and has over 10 years of experience in the finance industry.
Stephen Pate (CRD# 2907170) is an Investment Advisor Representative working at Edward Jones in Westbrook, ME and has over 26 years of experience in the finance industry.
Jay Pearl (CRD# 2123486) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, ME and has over 18 years of experience in the finance industry.
Jessica Putnam (CRD# 5926482) is an Investment Advisor Representative working at Edward Jones in Bridgton, ME and has over 5 years of experience in the finance industry.
Diana Reo (CRD# 4543690) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Conway, NH and has over 21 years of experience in the finance industry.
Natalya Robbins (CRD# 4371482) is an Investment Advisor Representative working at Prudential Financial Planning Services in Portland, ME and has over 21 years of experience in the finance industry.
Libby Rountree (CRD# 3172930) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Westbrook, ME and has over 25 years of experience in the finance industry.
Derek Simkowitz (CRD# 5275101) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gray, ME and has over 17 years of experience in the finance industry.
Michael Smith (CRD# 4497167) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gorham, ME and has over 21 years of experience in the finance industry.
Joel Speakman (CRD# 2148649) is an Investment Advisor Representative working at Edward Jones in South Paris, ME and has over 32 years of experience in the finance industry.