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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
Jaime Clark (CRD# 5245709) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, ME and has over 17 years of experience in the finance industry.
Robert Clark (CRD# 47833) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Cumberland Foreside, ME and has over 33 years of experience in the finance industry.
Brian Clement (CRD# 2066312) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, ME and has over 33 years of experience in the finance industry.
Justin Coffin (CRD# 6601338) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Portland, ME and has over 8 years of experience in the finance industry. Justin Coffin 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.
Tara Colello (CRD# 5344860) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, ME and has over 11 years of experience in the finance industry.
Justin Conant (CRD# 6494018) is an Investment Advisor Representative working at Edward Jones in Auburn, ME and has over 8 years of experience in the finance industry.
John Connolly (CRD# 4241146) is an Investment Advisor Representative working at Lpl Financial LLC in Yarmouth, ME and has over 18 years of experience in the finance industry.
Claire Cooney (CRD# 1537821) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portland, ME and has over 35 years of experience in the finance industry. Claire Cooney 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 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.