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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
Judith McDonald (CRD# 4917748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Damariscotta, ME and has over 17 years of experience in the finance industry.
Kenneth Nott (CRD# 5069457) is an Investment Advisor Representative working at Commonwealth Financial Network in Hallowell, ME and has over 18 years of experience in the finance industry. Kenneth Nott 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.
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.
Thomas Perkins (CRD# 2254512) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boothbay Harbor, ME and has over 31 years of experience in the finance industry.
Dana Poston (CRD# 2425247) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Damariscotta, ME and has over 30 years of experience in the finance industry.
Nicholas Pye (CRD# 4751596) is an Investment Advisor Representative working at Cubic Pye Capital Management, Inc. in Belfast, ME and has over 21 years of experience in the finance industry.
Sarah Ruef-Lindquist (CRD# 6716490) is an Investment Advisor Representative working at Commonwealth Financial Network in Camden, ME and has over 7 years of experience in the finance industry.
Jennifer Saunders (CRD# 5980554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Augusta, ME and has over 11 years of experience in the finance industry.
Nancy Schultz (CRD# 4318143) is an Investment Advisor Representative working at Schultz Retirement Income Solutions, Inc. in Rockland, ME and has over 23 years of experience in the finance industry.