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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
Monica Allen (CRD# 5687257) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington, ME and has over 14 years of experience in the finance industry.
Brian Berry (CRD# 4098174) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, ME and has over 23 years of experience in the finance industry.
Amy Bond (CRD# 6289835) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, ME and has over 7 years of experience in the finance industry.
Michael Brennan (CRD# 29814) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Winthrop, ME and has over 25 years of experience in the finance industry.
Patrick Brennan (CRD# 5303575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Winthrop, ME and has over 16 years of experience in the finance industry.
Kathryn Carter (CRD# 1159973) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, ME and has over 39 years of experience in the finance industry.
Gail Conley (CRD# 1901949) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, ME and has over 7 years of experience in the finance industry.
Robert Corey (CRD# 4482727) is an Investment Advisor Representative working at Stewardship Financial Plainning, LLC in Readfield, ME and has 1 year of experience in the finance industry. Robert Corey 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.
Tracy Cunning (CRD# 4120317) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manchester, ME and has over 5 years of experience in the finance industry.
Kenneth Daley (CRD# 1835993) is an Investment Advisor Representative working at Azimuth Capital Management, LLC in Winthrop, ME and has over 15 years of experience in the finance industry.