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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
Vance Johnson (CRD# 4313313) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lewiston, ME and has over 23 years of experience in the finance industry.
Craig Joncas (CRD# 5630983) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has over 14 years of experience in the finance industry. Craig Joncas 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.
Tyler Judkins (CRD# 5995451) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 12 years of experience in the finance industry.
Andrea Karkos (CRD# 6387579) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lewiston, ME and has over 9 years of experience in the finance industry.
Timothy Keene (CRD# 3140793) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, ME and has over 25 years of experience in the finance industry.
Tammy Kelly (CRD# 5798349) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 11 years of experience in the finance industry.
David Kenkel (CRD# 1696748) is an Investment Advisor Representative working at Outfitter Financial in Brunswick, ME and has over 36 years of experience in the finance industry.
Karen Kilbride (CRD# 4717531) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has 1 year of experience in the finance industry. Karen Kilbride 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 Klimash (CRD# 2886821) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 25 years of experience in the finance industry.
Danielle Klimash (CRD# 3025911) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 21 years of experience in the finance industry.