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Distance Only Falmouth, ME
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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
Michael Goldman (CRD# 5745885) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 14 years of experience in the finance industry. Michael Goldman 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.
Sarah Halpin (CRD# 2761998) is an Investment Advisor Representative working at Commonwealth Financial Network in Falmouth, ME and has over 27 years of experience in the finance industry. Sarah Halpin 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.
Philip Harriman (CRD# 705217) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 21 years of experience in the finance industry.
Theodore Heidrich (CRD# 1349912) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Falmouth, ME and has over 37 years of experience in the finance industry.
Jonathan Hiltz (CRD# 4065265) is an Investment Advisor Representative working at Mml Investors Services, LLC in Falmouth, ME and has over 21 years of experience in the finance industry. Jonathan Hiltz 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.
Maryjane Holmes (CRD# 4645595) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 20 years of experience in the finance industry. Maryjane Holmes 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.
Christopher Klimash (CRD# 2886821) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 25 years of experience in the finance industry.
Michelle Lamb (CRD# 6857674) is an Investment Advisor Representative working at Maine Advisory Associates in Falmouth, ME and has over 6 years of experience in the finance industry. Michelle Lamb 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.
Robert Larochelle (CRD# 7007410) is an Investment Advisor Representative working at Mml Investors Services, LLC in Falmouth, ME and has over 5 years of experience in the finance industry.
John Lemieux (CRD# 2354980) is an Investment Advisor Representative working at Commonwealth Financial Network in Falmouth, ME and has over 30 years of experience in the finance industry. John Lemieux 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.