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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
Andrea Dubuc (CRD# 5059003) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 18 years of experience in the finance industry. Andrea Dubuc 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 Dudek (CRD# 5204159) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meredith, NH and has over 17 years of experience in the finance industry.
Deni Dufault (CRD# 2223239) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glen, NH and has over 32 years of experience in the finance industry.
Emily Dunford (CRD# 6388022) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 9 years of experience in the finance industry. Emily Dunford 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.
Ron Elliard (CRD# 6366977) is an Financal Advisor working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, NH and has been in the business and finance industry for 20+ years.
As a Merrill Lynch Financial Advisor concentrating in family owned businesses and individual wealth, I offer exclusive access to industry-leading investment banking, financial strategies and execution to high net-worth individuals and business owners. My value to clients contemplating the sale, recapitalization, succession or divestiture of their business cannot be understated. With over 20 years of...
David Engels (CRD# 2210055) is an Investment Advisor Representative working at Engels Investment Advisors, LLC in Center Sandwich, NH and has over 29 years of experience in the finance industry.
Philip Estabrook (CRD# 812722) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New London, NH and has over 44 years of experience in the finance industry.
Timothy Fitzbag (CRD# 2939172) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilford, NH and has over 26 years of experience in the finance industry.
Michael Fogarty (CRD# 2191202) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 32 years of experience in the finance industry. Michael Fogarty 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.
Landon Fritch (CRD# 6352335) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 7 years of experience in the finance industry. Landon Fritch 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.