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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
Carl Ring (CRD# 2982039) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth, NH and has over 26 years of experience in the finance industry.
Daniel Rivet (CRD# 6817858) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 6 years of experience in the finance industry. Daniel Rivet 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.
Kevin Ryan (CRD# 4483296) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rochester, NH and has over 22 years of experience in the finance industry.
Randall Saulnier (CRD# 3139376) is an Investment Advisor Representative working at Lpl Financial LLC in Franconia, NH and has over 25 years of experience in the finance industry.
Claudia Shilo (CRD# 4520129) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 23 years of experience in the finance industry. Claudia Shilo 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.
William Slattery (CRD# 709850) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gilford, NH and has over 37 years of experience in the finance industry.
Kathi Spurr (CRD# 2058442) is an Investment Advisor Representative working at Spurr Financial Investment Services, LLC in Alton Bay, NH and has over 33 years of experience in the finance industry.
Karen Stone (CRD# 5009976) is an Investment Advisor Representative working at Edward Jones in Wolfeboro Falls, NH and has over 13 years of experience in the finance industry.
Devon Sullivan (CRD# 6075181) is an Investment Advisor Representative working at Edward Jones in Meredith, NH and has over 6 years of experience in the finance industry.
Kathleen Sweeney (CRD# 4897105) is an Investment Advisor Representative working at Lpl Financial LLC in Center Harbor, NH and has over 19 years of experience in the finance industry.