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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
Donna Kelly (CRD# 2438463) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Arundel, ME and has over 16 years of experience in the finance industry.
Thad Ackerman (CRD# 5324751) is an Investment Advisor Representative working at Silver Maple Financial, LLC in Kittery, ME and has over 16 years of experience in the finance industry.
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.
Eugene Akerberg (CRD# 2072909) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 33 years of experience in the finance industry. Eugene Akerberg 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.
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.
Caleb Allen (CRD# 5964763) is an Investment Advisor Representative working at Equitable Advisors, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.
Joseph Alvarez (CRD# 4862526) is an Investment Advisor Representative working at Commonwealth Financial Network in Wells, ME and has over 19 years of experience in the finance industry.
Jeffrey Amell (CRD# 6647309) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, ME and has over 5 years of experience in the finance industry.
Mark Anastasoff (CRD# 1341635) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Scarborough, ME and has over 33 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.