Distance Metro area (25 miles)
- 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
Marcus Barresi (CRD# 1059075) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Presque Isle, ME and has over 21 years of experience in the finance industry.
Bradley Berthiaume (CRD# 4475168) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Presque Isle, ME and has over 14 years of experience in the finance industry.
Brent Jepson (CRD# 841113) is an Investment Advisor Representative working at Jepson Financial Advisors, P.a. in Caribou, ME and has 1 year of experience in the finance industry. Brent Jepson 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.