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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
Diana Reo (CRD# 4543690) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Conway, NH and has over 21 years of experience in the finance industry.
Daniel Rivet (CRD# 6817858) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 5 years of experience in the finance industry. Daniel Rivet 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.
Edward Ronan (CRD# 2984260) is an Investment Advisor Representative working at Lpl Financial LLC in Wolfeboro, NH and has over 25 years of experience in the finance industry. Edward Ronan 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.
William Slattery (CRD# 709850) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gilford, NH and has over 37 years of experience in the finance industry.
Karen Stone (CRD# 5009976) is an Investment Advisor Representative working at Edward Jones in Wolfeboro Falls, NH and has over 13 years of experience in the finance industry.
Devon Sullivan (CRD# 6075181) is an Investment Advisor Representative working at Edward Jones in Meredith, NH and has over 5 years of experience in the finance industry.
Kathleen Sweeney (CRD# 4897105) is an Investment Advisor Representative working at Lpl Financial LLC in Center Harbor, NH and has over 19 years of experience in the finance industry.
Nicholas Trudel (CRD# 6738513) is an Investment Advisor Representative working at Edward Jones in Gilford, NH and has over 7 years of experience in the finance industry.
Kimberly Volk (CRD# 5946969) is an Investment Advisor Representative working at Maine Advisory Associates in Portland, ME and has over 10 years of experience in the finance industry.
Benjamin Wilson (CRD# 5688996) is an Investment Advisor Representative working at Edward Jones in Laconia, NH and has over 14 years of experience in the finance industry.