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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
Thomas McEnaney (CRD# 1467923) is an Investment Advisor Representative working at Catalyst Investment Management LLC in Pownal, ME and has over 38 years of experience in the finance industry. Thomas McEnaney 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.
Maurice McIsaac (CRD# 3132473) is an Investment Advisor Representative working at Coston And Mcisaac Investment Advisers, LLC in Bar Harbor, ME and has over 23 years of experience in the finance industry.
Sonya Mitchell (CRD# 4391480) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ellsworth, ME and has over 22 years of experience in the finance industry.
Paul Pangburn (CRD# 5307332) is an Investment Advisor Representative working at Gibson Financial Solutions, Inc. in Ellsworth, ME and has over 16 years of experience in the finance industry. Paul Pangburn 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.
J Pierce (CRD# 2650150) is an Investment Advisor Representative working at Commonwealth Financial Network in Southwest Harbor, ME and has over 28 years of experience in the finance industry. J Pierce 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.
Patricia Pottle (CRD# 5253399) is an Investment Advisor Representative working at Coston And Mcisaac Investment Advisers, LLC in Bar Harbor, ME and has over 17 years of experience in the finance industry.
Amanda Robbins (CRD# 6180451) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ellsworth, ME and has over 8 years of experience in the finance industry.
Jennifer Saunders (CRD# 5980554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellsworth, ME and has over 11 years of experience in the finance industry.
Andrew Shea (CRD# 3228499) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 24 years of experience in the finance industry. Andrew Shea 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.
Jerry Troger (CRD# 5742573) is an Investment Advisor Representative working at Edward Jones in Ellsworth, ME and has over 14 years of experience in the finance industry.