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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
Neil Bleicken (CRD# 2771221) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has over 12 years of experience in the finance industry.
Carl Boedecker (CRD# 4807795) is an Investment Advisor Representative working at Seaport Financial Planning, LLC in Rye, NH and has over 19 years of experience in the finance industry.
Jeffrey Bogue (CRD# 2768113) is an Investment Advisor Representative working at Bogue Asset Management LLC in Wells, ME and has 1 year of experience in the finance industry. Jeffrey Bogue 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.
Louis Bonasera (CRD# 4606122) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 19 years of experience in the finance industry.
Ryan Bouchard (CRD# 5257997) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 16 years of experience in the finance industry.
Karin Bouvier (CRD# 1708489) is an Investment Advisor Representative working at Edward Jones in Exeter, NH and has over 36 years of experience in the finance industry.
Patricia Bowlin (CRD# 2681885) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has over 27 years of experience in the finance industry.
Dianne Brand (CRD# 6143829) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 11 years of experience in the finance industry.
Robert Brandt (CRD# 1920079) is an Investment Advisor Representative working at Newedge Advisors in Newburyport, MA and has over 35 years of experience in the finance industry. Robert Brandt 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.
Marybeth Breed (CRD# 2597434) is an Investment Advisor Representative working at Hightower Advisors, LLC in North Andover, MA and has over 29 years of experience in the finance industry. Marybeth Breed 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.