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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
Douglas Dulac (CRD# 1411702) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Carmel, ME and has over 24 years of experience in the finance industry.
Sarah Dunckel (CRD# 4252941) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Augusta, ME and has over 23 years of experience in the finance industry.
Paul Dyer (CRD# 3131390) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Hampden, ME and has over 18 years of experience in the finance industry.
Frederick Fischer (CRD# 1389062) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has over 26 years of experience in the finance industry.
Sasha Fitzpatrick (CRD# 7033137) is an Investment Advisor Representative working at Edward Jones in Waterville, ME and has over 5 years of experience in the finance industry.
Cheryl Flewelling (CRD# 2292915) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waterville, ME and has over 28 years of experience in the finance industry.
Lori Gervais (CRD# 4512295) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in China, ME and has over 20 years of experience in the finance industry.
Carol Gilbert-Tondreau (CRD# 2793211) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Augusta, ME and has over 27 years of experience in the finance industry.
Thomas Griffith (CRD# 5936242) is an Investment Advisor Representative working at Edward Jones in Lincolnville, ME and has over 12 years of experience in the finance industry.
Joseph Jabar (CRD# 2761331) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has over 27 years of experience in the finance industry. Joseph Jabar 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.