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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
Michael Dalleo (CRD# 1396548) is an Investment Advisor Representative working at Lincoln Investment in South Berwick, ME and has over 38 years of experience in the finance industry.
Deborah Decolfmacker (CRD# 5534153) is an Investment Advisor Representative working at Edward Jones in South Berwick, ME and has over 15 years of experience in the finance industry.
Matthew Ouellette (CRD# 3274304) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Berwick, ME and has over 24 years of experience in the finance industry. Matthew Ouellette 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 Panagoulias (CRD# 5238592) is an Investment Advisor Representative working at D.a. Davidson & Company in South Berwick, ME and has over 16 years of experience in the finance industry.
Jacqueline Pampinella (CRD# 7147414) is an Investment Advisor Representative working at Edward Jones in South Berwick, ME and has 1 year of experience in the finance industry.
Thad Ackerman (CRD# 5324751) is an Investment Advisor Representative working at Silver Maple Financial, LLC in Kittery, ME and has over 16 years of experience in the finance industry.
Christopher Adams (CRD# 6002683) is an Investment Advisor Representative working at Edward Jones in Hampstead, NH and has over 12 years of experience in the finance industry.
Eugene Akerberg (CRD# 2072909) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 33 years of experience in the finance industry. Eugene Akerberg 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.
Caleb Allen (CRD# 5964763) is an Investment Advisor Representative working at Equitable Advisors, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.
Kathlene Allen (CRD# 1335310) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stratham, NH and has over 39 years of experience in the finance industry.