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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
Joseph Chase (CRD# 6168727) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 11 years of experience in the finance industry.
Joshua Chase (CRD# 4134904) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Portland, ME and has over 17 years of experience in the finance industry. Joshua Chase 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.
Kathryn Chase (CRD# 6976467) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 5 years of experience in the finance industry.
Alicia Chiamulera (CRD# 6392951) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 6 years of experience in the finance industry. Alicia Chiamulera 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.
Amy Chipman (CRD# 1671432) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, ME and has over 35 years of experience in the finance industry.
Stephen Church (CRD# 2417452) is an Investment Advisor Representative working at Piscataqua Research Inc. in Portsmouth, NH and has over 30 years of experience in the finance industry.
Sarah Clapp (CRD# 5884280) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 13 years of experience in the finance industry. Sarah Clapp 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.
Benjamin Clark (CRD# 2663792) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 28 years of experience in the finance industry.
Bradley Clark (CRD# 6499944) is an Investment Advisor Representative working at Clark Asset Management, LLC in Portsmouth, NH and has over 8 years of experience in the finance industry. Bradley Clark 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.
Charles Clark (CRD# 861962) is an Investment Advisor Representative working at Clark & Stuart Inc. in Portland, ME and has over 41 years of experience in the finance industry. Charles Clark 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.