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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
Emma Bean (CRD# 6279282) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 10 years of experience in the finance industry. Emma Bean 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.
Leah Beattie (CRD# 4862603) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.
David Behenna (CRD# 1455423) is an Investment Advisor Representative working at Tiger Bay Management, Inc. in Portsmouth, NH and has over 35 years of experience in the finance industry.
Edward Benway (CRD# 2224897) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 29 years of experience in the finance industry.
Barry Betters (CRD# 5941511) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry. Barry Betters 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.
Jennifer Bevins (CRD# 5398578) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 15 years of experience in the finance industry.
Andrew Black (CRD# 2978200) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portsmouth, NH and has over 26 years of experience in the finance industry. Andrew Black 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.
John Black (CRD# 1574605) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 37 years of experience in the finance industry.
David Blake (CRD# 5043699) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 18 years of experience in the finance industry.
Neil Bleicken (CRD# 2771221) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has over 12 years of experience in the finance industry.