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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
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.
Matthew Cyr (CRD# 3221975) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saco, ME and has over 24 years of experience in the finance industry.
Thomas Cyr (CRD# 5524926) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Westbrook, ME and has over 11 years of experience in the finance industry.
Timothy Dabrieo (CRD# 5408102) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 16 years of experience in the finance industry.
Ben Daigle (CRD# 4833149) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 19 years of experience in the finance industry.
Tracey Daigle (CRD# 6706521) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portland, ME and has 1 year of experience in the finance industry. Tracey Daigle 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.
Matthew Daigneault (CRD# 4273038) is an Investment Advisor Representative working at Aries Wealth Management, LLC in Portland, ME and has over 23 years of experience in the finance industry.
Lisa Dale (CRD# 1472693) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 38 years of experience in the finance industry. Lisa Dale 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.