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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
Kelsie West (CRD# 5489030) is an Investment Advisor Representative working at Edward Jones in Topsham, ME and has over 15 years of experience in the finance industry.
William Westfield (CRD# 2170081) is an Investment Advisor Representative working at August Wealth Group, Inc. in Bristol, ME and has over 32 years of experience in the finance industry. William Westfield 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.
Glenn Whalen (CRD# 6408056) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterville, ME and has over 9 years of experience in the finance industry.
Shawn Wright (CRD# 2905162) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lewiston, ME and has over 26 years of experience in the finance industry.
Carlo Zanoni (CRD# 4660500) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lewiston, ME and has over 20 years of experience in the finance industry.
David Beemer (CRD# 2425533) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bath, ME and has over 30 years of experience in the finance industry.
Christopher Beaulieu (CRD# 6805911) is an Investment Advisor Representative working at Commonwealth Financial Network in Waterville, ME and has over 2 years of experience in the finance industry.
Allan Beck (CRD# 2047641) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waldoboro, ME and has over 3 years of experience in the finance industry.
Ana Bourasseau-Calderon (CRD# 6807423) is an Investment Advisor Representative working at Prudential Financial Planning Services in Auburn, ME and has over 6 years of experience in the finance industry.
Alexis Bowman (CRD# 7489334) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has 1 year of experience in the finance industry.