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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
Stephanie Bornstein (CRD# 3249232) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 21 years of experience in the finance industry.
Teena Bourque (CRD# 2687982) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, ME and has over 23 years of experience in the finance industry.
Lawrence Bowlan (CRD# 1095978) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 32 years of experience in the finance industry.
Riley Braasch (CRD# 5830278) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 12 years of experience in the finance industry.
James Bradley (CRD# 2853577) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has over 27 years of experience in the finance industry. James Bradley 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.
James Branscombe (CRD# 4660350) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Portland, ME and has over 20 years of experience in the finance industry.
Robertson Breed (CRD# 1395261) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has over 35 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 17 years of experience in the finance industry.
Jennifer Breton (CRD# 2802956) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 27 years of experience in the finance industry.