-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Caroline Cote (CRD# 6264456) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Scarborough, ME and has over 10 years of experience in the finance industry.
Joseph Cote (CRD# 6113648) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, ME and has over 11 years of experience in the finance industry. Joseph Cote 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.
Vangel Cotsis (CRD# 4590871) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 20 years of experience in the finance industry.
Jackson Cousins (CRD# 6225256) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, ME and has over 9 years of experience in the finance industry. Jackson Cousins 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.
Robert Creegan (CRD# 4470336) is an Investment Advisor Representative working at Creegan & Nassoura Financial Group, LLC in Portsmouth, NH and has 1 year of experience in the finance industry. Robert Creegan 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.
Wheeler Crowley (CRD# 5921708) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.
Robert Cummins (CRD# 2518316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 29 years of experience in the finance industry.
Michael Currie (CRD# 2880899) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 26 years of experience in the finance industry.
Gary Curtis (CRD# 1079608) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Portsmouth, NH and has over 37 years of experience in the finance industry.
Nicolas Curtis (CRD# 4934305) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 18 years of experience in the finance industry.