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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
Peggy Jones-East (CRD# 5126921) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Camden, ME and has over 17 years of experience in the finance industry.
Daniel Leach (CRD# 1015533) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Islesboro, ME and has over 38 years of experience in the finance industry. Daniel Leach 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.
Chester Lloyd (CRD# 4590727) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 23 years of experience in the finance industry.
Meredith Lyon (CRD# 6021833) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Rockland, ME and has over 8 years of experience in the finance industry.
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.
Jeffrey O'roak (CRD# 6834454) is an Investment Advisor Representative working at Edward Jones in Belfast, ME and has over 6 years of experience in the finance industry.
Matthew Ogier (CRD# 2468381) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Camden, ME and has over 29 years of experience in the finance industry.
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.
John Piot (CRD# 2316784) is an Investment Advisor Representative working at Piot Associates LLC in Sedgwick, ME and has over 31 years of experience in the finance industry.
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.