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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
Nicholas Shea (CRD# 1308350) is an Investment Advisor Representative working at Catalyst Investment Management LLC in Windham, NH and has over 39 years of experience in the finance industry.
Timothy Skwiot (CRD# 2783685) is an Investment Advisor Representative working at Prudential Financial Planning Services in Windham, NH and has over 27 years of experience in the finance industry.
Wendell Stewart (CRD# 1300285) is an Investment Advisor Representative working at Executive Financial Services, Inc. in Windham, NH and has over 39 years of experience in the finance industry. Wendell Stewart 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.
Harry Tokatlian (CRD# 2922536) is an Investment Advisor Representative working at Bolton Global Asset Management in Windham, NH and has over 23 years of experience in the finance industry.
Lisa Walker-Gallant (CRD# 5944893) is an Investment Advisor Representative working at Edward Jones in Windham, NH and has over 12 years of experience in the finance industry.
Robin Young (CRD# 2511315) is an Investment Advisor Representative and owner of Northstar Financial Planning, Inc. in Windham, NH and has over 24 years of experience in the finance industry. Robin Young 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 putclients' interests first and comply with the Financial Planning Practice...
Brian Glick (CRD# 5280127) is an Investment Advisor Representative working at Connectus Wealth in Windham, NH and has 1 year of experience in the finance industry.
David Lafferty (CRD# 2229753) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Windham, NH and has over 25 years of experience in the finance industry.
Anthony Liberti (CRD# 6867214) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Windham, NH and has over 6 years of experience in the finance industry.
Ronald Majewski (CRD# 1641024) is an Investment Advisor Representative working at Prudential Financial Planning Services in Windham, NH and has over 35 years of experience in the finance industry. Ronald Majewski 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.