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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
Matthew Ogier (CRD# 2468381) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Camden, ME and has over 29 years of experience in the finance industry.
J Pierce (CRD# 2650150) is an Investment Advisor Representative working at Commonwealth Financial Network in Southwest Harbor, ME and has over 28 years of experience in the finance industry. J Pierce 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.
John Piot (CRD# 2316784) is an Investment Advisor Representative working at Piot Associates LLC in Sedgwick, ME and has over 31 years of experience in the finance industry.
Patricia Pottle (CRD# 5253399) is an Investment Advisor Representative working at Coston And Mcisaac Investment Advisers, LLC in Bar Harbor, ME and has over 17 years of experience in the finance industry.
Sarah Ruef-Lindquist (CRD# 6716490) is an Investment Advisor Representative working at Commonwealth Financial Network in Camden, ME and has over 7 years of experience in the finance industry.
Andrew Shea (CRD# 3228499) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 24 years of experience in the finance industry. Andrew Shea 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.
Daniel Smereck (CRD# 6868806) is an Investment Advisor Representative working at Strategic Asset Alliance in Camden, ME and has over 6 years of experience in the finance industry.
Charles White (CRD# 5398789) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Camden, ME and has over 16 years of experience in the finance industry.
Ryan Willette (CRD# 5056955) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 18 years of experience in the finance industry. Ryan Willette 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.
Ryan Willette (CRD# 5951862) is an Investment Advisor Representative working at Lpl Financial LLC in Blue Hill, ME and has over 12 years of experience in the finance industry.