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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
Naveed Ahmady (CRD# 6528663) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 8 years of experience in the finance industry.
Austin Albert (CRD# 5157367) is an Investment Advisor Representative working at Lpl Financial LLC in Lewiston, ME and has over 17 years of experience in the finance industry.
Geoffrey Alexander (CRD# 2883211) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has over 27 years of experience in the finance industry.
Helen Andreoli (CRD# 4211137) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 23 years of experience in the finance industry. Helen Andreoli 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.
Wyatt Andreoli (CRD# 6505207) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 7 years of experience in the finance industry.
Mark Anthoine (CRD# 2029066) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Auburn, ME and has over 24 years of experience in the finance industry.
Eric Anton (CRD# 2366693) is an Investment Advisor Representative working at Commonwealth Financial Network in Falmouth, ME and has over 30 years of experience in the finance industry. Eric Anton 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.
Barbara Appleby (CRD# 2981743) is an Investment Advisor Representative working at Commonwealth Financial Network in Cumberland Foreside, ME and has over 24 years of experience in the finance industry.
Jac Arbour (CRD# 5332031) is an Investment Advisor Representative working at J.m. Arbour, LLC in Gardiner, ME and has over 8 years of experience in the finance industry. Jac Arbour 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.
Matthew Arey (CRD# 6208714) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 9 years of experience in the finance industry.