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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
Edward Oakes (CRD# 4947738) is an Investment Advisor Representative working at The Oakes Financial Group in Troy, NH and has over 18 years of experience in the finance industry.
Anthony Olson (CRD# 5890713) is an Investment Advisor Representative working at Olson Economics, LLC in Keene, NH and has over 13 years of experience in the finance industry.
Thomas Omalley (CRD# 2039477) is an Investment Advisor Representative working at Lpl Financial LLC in Peterborough, NH and has over 23 years of experience in the finance industry.
Shannon Ouellette (CRD# 4323957) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gardner, MA and has over 23 years of experience in the finance industry.
Liana Poodiack (CRD# 3230074) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 24 years of experience in the finance industry. Liana Poodiack 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.
Travis Poodiack (CRD# 6527796) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 8 years of experience in the finance industry. Travis Poodiack 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.
Deborah Ray (CRD# 5609483) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Bradford, NH and has over 14 years of experience in the finance industry.
Scott Ringland (CRD# 1960167) is an Investment Advisor Representative working at Money Concepts Advisory Service in Keene, NH and has over 32 years of experience in the finance industry.
Barbara Roland (CRD# 1993954) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Nelson, NH and has over 34 years of experience in the finance industry.
Robert Roland (CRD# 2029313) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Nelson, NH and has over 34 years of experience in the finance industry.