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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
Anthony Jessen (CRD# 1163011) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 40 years of experience in the finance industry.
Peter C Johnson (CRD# 1469723) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 37 years of experience in the finance industry.
Craig Joncas (CRD# 5630983) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has over 14 years of experience in the finance industry. Craig Joncas 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.
Tyler Judkins (CRD# 5995451) 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.
Christopher Keefe (CRD# 1791927) is an Investment Advisor Representative working at Lpl Financial LLC in Kennebunk, ME and has over 36 years of experience in the finance industry.
Timothy Keene (CRD# 3140793) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, ME and has over 25 years of experience in the finance industry.
Scott Kehoe (CRD# 266230) is an Investment Advisor Representative working at Park Avenue Securities LLC in Westbrook, ME and has over 25 years of experience in the finance industry.
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.
Tammy Kelly (CRD# 5798349) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 11 years of experience in the finance industry.
Karen Kilbride (CRD# 4717531) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has 1 year of experience in the finance industry. Karen Kilbride 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.