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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
Philip Harriman (CRD# 705217) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 21 years of experience in the finance industry.
Lenajo Hartley (CRD# 2905105) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Auburn, ME and has over 26 years of experience in the finance industry.
Theodore Heidrich (CRD# 1349912) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Falmouth, ME and has over 37 years of experience in the finance industry.
Joseph Hersey (CRD# 2532303) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yarmouth, ME and has over 29 years of experience in the finance industry. Joseph Hersey 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.
Jonathan Hiltz (CRD# 4065265) is an Investment Advisor Representative working at Mml Investors Services, LLC in Falmouth, ME and has over 21 years of experience in the finance industry. Jonathan Hiltz 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.
Maryjane Holmes (CRD# 4645595) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 21 years of experience in the finance industry. Maryjane Holmes 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.
Claire Jackson (CRD# 4956528) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Auburn, ME and has over 17 years of experience in the finance industry.
James Jackson (CRD# 1100824) is an Investment Advisor Representative working at Prudential Financial Planning Services in Auburn, ME and has over 39 years of experience in the finance industry.
David Kenkel (CRD# 1696748) is an Investment Advisor Representative working at Outfitter Financial in Brunswick, ME and has over 36 years of experience in the finance industry.
Christopher Klimash (CRD# 2886821) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 25 years of experience in the finance industry.