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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
Michael Brennan (CRD# 29814) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Winthrop, ME and has over 25 years of experience in the finance industry.
Patrick Brennan (CRD# 5303575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Winthrop, ME and has over 17 years of experience in the finance industry.
Kenneth Daley (CRD# 1835993) is an Investment Advisor Representative working at Azimuth Capital Management, LLC in Winthrop, ME and has over 15 years of experience in the finance industry.
Troy Knowlan (CRD# 2951428) is an Investment Advisor Representative working at Compass Capital Corporation in Winthrop, ME and has over 25 years of experience in the finance industry.
David Veilleux (CRD# 3250376) is an Investment Advisor Representative working at Lpl Financial LLC in Winthrop, ME and has over 24 years of experience in the finance industry.
Austin Albert (CRD# 5157367) is an Investment Advisor Representative working at Lpl Financial LLC in Lewiston, ME and has over 17 years of experience in the finance industry.
Mark Anthoine (CRD# 2029066) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Auburn, ME and has over 25 years of experience in the finance industry.
Jac Arbour (CRD# 5332031) is an Investment Advisor Representative working at J.m. Arbour, LLC in Gardiner, ME and has over 8 years of experience in the finance industry. Jac Arbour 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.
Brian Bernatchez (CRD# 1864436) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has over 32 years of experience in the finance industry. Brian Bernatchez 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.
Christian Bishop (CRD# 2804013) is an Investment Advisor Representative working at Commonwealth Financial Network in Auburn, ME and has over 24 years of experience in the finance industry.