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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
Brendan Lewis (CRD# 4018373) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Laconia, NH and has over 24 years of experience in the finance industry.
Norman Long (CRD# 4170626) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilford, NH and has over 23 years of experience in the finance industry.
Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Holderness, NH and has over 9 years of experience in the finance industry. Kelly Luethje 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.
Thomas Macpherson (CRD# 6579851) is an Investment Advisor Representative working at Nintai Investments LLC in Warren, NH and has over 8 years of experience in the finance industry.
Robert Maloney (CRD# 4556149) is an Investment Advisor Representative working at Squam Lakes Financial Advisors, LLC in Holderness, NH and has 32 years of experience in the finance industry.
Susan McBournie (CRD# 6585407) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Moultonborough, NH and has over 8 years of experience in the finance industry.
Brandy Mohan (CRD# 5226344) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meredith, NH and has over 12 years of experience in the finance industry.
Ellen Molnar (CRD# 1339829) is an Investment Advisor Representative working at Commonwealth Financial Network in Meredith, NH and has over 39 years of experience in the finance industry. Ellen Molnar 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.
Celeste Monaghan (CRD# 5153893) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Moultonborough, NH and has over 15 years of experience in the finance industry.
Gregory Norris (CRD# 1668830) is an Investment Advisor Representative working at Barrell Investment Group, Inc. in Georges Mills, NH and has over 22 years of experience in the finance industry. Gregory Norris 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.