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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
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.
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.
Anne Arbuthnot (CRD# 1663126) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 37 years of experience in the finance industry. Anne Arbuthnot 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 Ayer (CRD# 3187634) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Portsmouth, NH and has over 25 years of experience in the finance industry.
Joseph Balsamo (CRD# 4736783) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 20 years of experience in the finance industry.
Laurie Barrett (CRD# 5488930) is an Investment Advisor Representative working at Seascape Capital Management,llc in Portsmouth, NH and has over 16 years of experience in the finance industry.
Joshua Bartlett (CRD# 6628703) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
William Barton (CRD# 4033167) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 24 years of experience in the finance industry.
Rachael Bator (CRD# 5785132) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has 7 years of experience in the finance industry. Rachael Bator 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Paula Baxley (CRD# 6762319) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portsmouth, NH and has over 6 years of experience in the finance industry.