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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
Louis Catone (CRD# 5804080) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 12 years of experience in the finance industry.
Timothy Cavanaugh (CRD# 1484445) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portsmouth, NH and has over 37 years of experience in the finance industry.
Christopher Certo (CRD# 6523813) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 8 years of experience in the finance industry. Christopher Certo 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.
Andrew Chace (CRD# 5287152) 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. Andrew Chace 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 Chase (CRD# 6168727) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 11 years of experience in the finance industry.
Kathryn Chase (CRD# 6976467) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 5 years of experience in the finance industry.
Alicia Chiamulera (CRD# 6392951) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 5 years of experience in the finance industry. Alicia Chiamulera 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.
Stephen Church (CRD# 2417452) is an Investment Advisor Representative working at Piscataqua Research Inc. in Portsmouth, NH and has over 30 years of experience in the finance industry.
Sarah Clapp (CRD# 5884280) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 12 years of experience in the finance industry. Sarah Clapp 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.
Bradley Clark (CRD# 6499944) is an Investment Advisor Representative working at Clark Asset Management, LLC in Portsmouth, NH and has over 8 years of experience in the finance industry. Bradley Clark 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.