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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
Celeste Monaghan (CRD# 5153893) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Moultonborough, NH and has over 15 years of experience in the finance industry.
Jessica Putnam (CRD# 5926482) is an Investment Advisor Representative working at Edward Jones in Bridgton, ME and has over 5 years of experience in the finance industry.
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.
Edward Ronan (CRD# 2984260) is an Investment Advisor Representative working at Lpl Financial LLC in Wolfeboro, NH and has over 24 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.
Michael Smith (CRD# 4497167) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gorham, ME and has over 21 years of experience in the finance industry.
Joel Speakman (CRD# 2148649) is an Investment Advisor Representative working at Edward Jones in South Paris, ME and has over 32 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.
Jessica Szafranski (CRD# 6791082) is an Investment Advisor Representative working at Edward Jones in Gorham, ME and has over 6 years of experience in the finance industry.
Peter Watt (CRD# 6485033) is an Investment Advisor Representative working at Edward Jones in Gorham, ME and has over 8 years of experience in the finance industry.
Christy Alvord (CRD# 7223067) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ossipee, NH and has over 3 years of experience in the finance industry.