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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
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.
Joshua Chase (CRD# 4134904) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Portland, ME and has over 17 years of experience in the finance industry. Joshua Chase 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.
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.
Seth Cheikin (CRD# 5523732) is an Investment Advisor Representative working at Edward Jones in Falmouth, ME and has over 15 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 6 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.
Calvin Chicoine (CRD# 6598433) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 8 years of experience in the finance industry.
Amy Chipman (CRD# 1671432) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, ME and has over 35 years of experience in the finance industry.
Nathan Chisholm (CRD# 6425136) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 7 years of experience in the finance industry.
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 13 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.