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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 Muise (CRD# 5330826) is an Investment Advisor Representative working at Edward Jones in Somersworth, NH and has over 9 years of experience in the finance industry.
Barry Obrien (CRD# 2086109) is an Investment Advisor Representative working at O'brien Asset Management in Eliot, ME and has over 22 years of experience in the finance industry. Barry Obrien 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.
Jennifer Orr (CRD# 3084252) is an Investment Advisor Representative working at Lpl Financial LLC in Epsom, NH and has over 25 years of experience in the finance industry.
Matthew Ouellette (CRD# 3274304) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Berwick, ME and has over 24 years of experience in the finance industry. Matthew Ouellette 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.
Michael Panagoulias (CRD# 5238592) is an Investment Advisor Representative working at D.a. Davidson & Company in South Berwick, ME and has over 16 years of experience in the finance industry.
Dana Pelkey (CRD# 4128420) is an Investment Advisor Representative working at Prudential Financial Planning Services in Dover, NH and has over 24 years of experience in the finance industry.
Nicholas Pellman (CRD# 4459987) is an Investment Advisor Representative working at Edward Jones in Dover, NH and has over 22 years of experience in the finance industry.
David Pereira (CRD# 2093165) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Gilford, NH and has over 33 years of experience in the finance industry. David Pereira 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.
Joseph Perusse (CRD# 5554932) is an Investment Advisor Representative working at Citizens Securities, Inc. in Barrington, NH and has over 15 years of experience in the finance industry.
Joseph Quinn (CRD# 4259320) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Dover, NH and has over 23 years of experience in the finance industry.