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Distance Only Portsmouth, NH
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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
Melody Evans (CRD# 5791221) is an Investment Advisor Representative working at Advice And Planning Services in Portsmouth, NH and has over 13 years of experience in the finance industry.
Patricia Everett (CRD# 1403494) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 38 years of experience in the finance industry. Patricia Everett 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.
Nicholas Felici (CRD# 5821570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 7 years of experience in the finance industry.
Bruce Fenton (CRD# 2286983) is an Investment Advisor Representative working at Af Asset Management in Portsmouth, NH and has over 22 years of experience in the finance industry.
Justin Finn (CRD# 4602403) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 20 years of experience in the finance industry.
Eric Flaim (CRD# 4618103) is the Managing Director at Estate Planners of New England LLC, in Portsmouth, NH and has over 15 years of experience in the finance industry.
James Fogarty (CRD# 871196) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portsmouth, NH and has over 43 years of experience in the finance industry.
Michael Foley (CRD# 5042262) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 17 years of experience in the finance industry.
James Force (CRD# 7076538) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 5 years of experience in the finance industry.
Laurence Foss (CRD# 6918810) is an Investment Advisor Representative working at Edward Jones in Portsmouth, NH and has over 5 years of experience in the finance industry.