Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Planners in US

Maine Financial Planners Directory

Trustoria includes a professional profile for nearly every Financial Planner in Maine.

Find more Financial Planners and other Financial brokers near in Maine by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

33 results found

Breana Murphy Scarborough, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Apprentice • Team Member • Analysts • Finance and Accounting Specialist • Tax Accountant • Auditor • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Student Worker • Contractor • Independent Business Owners • Sales Executive • Sales Manager

Experience & Education

Position:
Financial Planner & Analyst at Delhaize America
Title:
Financial Planner & Analyst
Location:
Scarborough, Maine
Industry:
Financial Services
Work history:
Delhaize America - Scarborough, Maine AreaFinancial Planner & Analystsince Jan 2012Marshall & Libby LLC - Portland, Maine AreaTax Accountant/AuditorDec 2009 - Dec 2011
Skills:
Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Financial...
Full Profile

Jonathan Hiltz Portland, ME

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Chief Executive

Experience & Education

Position:
Financial Planner of New England Securities Corp. at Baystate Financial Services
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Baystate Financial Services Financial Planner of New England Securities Corp.since Jul 2007The MONY Group Financial ConsultantDec 2003 - Jul 2007
Full Profile

Thomas Sorrentino Kittery, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Business Administrator • Analysts • Master of Business Administration • Bachelor of Science • Lecturer • Postsecondary Teacher • Operations Manager

Experience & Education

Work

Company:
Self employed
Company:
Self employed
Financial planner
Full Profile

Joe Tomlinson Bangor, ME

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Managing Member • Vice President • Manager • Operations Manager • Financial Manager • Chief Executive • Insurance Actuary • Statistician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Member at Tomlinson Financial Planning, LLC
Location:
Bangor, Maine Area
Industry:
Financial Services
Work history:
Tomlinson Financial Planning, LLC Managing Membersince Feb 2000John Hancock Financial Services Vice PresidentAug 1972 - Feb 2000
Full Profile

Carol Taylor Portland, ME

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor • Financial Manager • Vice President • Chief Executive • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at CUNA Mutual Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
CUNA Mutual Group Financial Advisorsince Feb 2011Certified Financial Planner Financial AdvisorNov 2010 - Feb 2011
Full Profile

Eric Simonds Mere Point, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Saltwater Harbor Financial LLC
Title:
Owner of Saltwater Harbor Financial, LLC
Location:
Brunswick, Maine
Industry:
Financial Services
Work history:
Saltwater Harbor Financial LLC - Brunswick, MaineOwnersince Apr 2012Simonds Financial LLC - Brunswick, MaineCEOJan 2012 - May 2012
Full Profile

Adam Maguire Portland, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Owner • Chief Executive • Sports Trainer • Sports Trainers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Registered Investment Adviser and Owner at The Financial Coach
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
The Financial Coach Registered Investment Adviser and Ownersince Jan 1998Prudential Financial Financial PlannerDec 1997 - 2005
Skills:
Financial planning for retired people, asset and account management, hourly rates, Specializing in...
Full Profile

Doug Dulac Bangor, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Representative

Experience & Education

Position:
Registered Principal at United Planners Financial Services
Title:
Financial Planner at United Planners Financial Services
Location:
Bangor, Maine Area
Industry:
Financial Services
Work history:
United Planners Financial Services Registered Principalsince Jun 2008United Securities Alliance RepresentativeJan 2006 - Jun 2008
Full Profile

Susan Veligor Portland, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Cornerstone Financial Planning, LLC
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Cornerstone Financial Planning, LLC Principalsince Feb 2004Mackensen & Company - Hampton, NHFinancial PlannerJan 2000 - Feb 2004
Skills:
Accredited Sudden Money(R) Advisor
Full Profile

Craig Joncas Portland, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Security • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Planner at Bradley & Johndrow, LLC
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Bradley & Johndrow, LLC Financial Plannersince Dec 2008Bradley & Johndrow, LLC Financial Planning InternDec 2008 - Apr 2009
Full Profile

Randall Richard Portland, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive Officer • Senior Manager • Chief Executive • Corporate Executive • Operations Manager • Advisor • Insurance Professional • Underwriter • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President/ Wealth Advisor - Financial Planner at Richard Brothers
Title:
Owner, Richard Brothers Financial Advisors
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
Richard Brothers - Portland, Maine AreaPresident/ Wealth Advisor - Financial Plannersince Sep 1996KeyCorp Managing Director/SVPSep 1990 - Sep 1996
Certifications:
Series 7, 24, 63, 65, 53, FINRA
Maine Life and Health Insurance Agent, Maine Bureau of Insurance
Full Profile

Dorothy Meriwether Tenants Harbor, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Selectman • City Manager • Civil Servant • Horticulturist • Soil and Plant Scientist • Herbalist • Traditional Chinese Herbalist • Herb Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner

Experience & Education

Position:
Selectman at Town of South Thomaston, Maine, Independent Financial Planner at Free Lance, Master...
Title:
Selectman
Location:
Spruce Head, Maine
Industry:
Financial Services
Work history:
Town of South Thomaston, Maine Selectmansince Mar 2013Free Lance - Knox County, MaineIndependent Financial Plannersince Jan 1987
Full Profile

Racquel Tibbetts Bangor, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planning Consultant at Key Bank, Senior Financial Planner at Key Private Bank
Title:
Financial Planning Consultant at Key Bank
Location:
Bangor, Maine Area
Industry:
Financial Services
Work history:
Key Bank Financial Planning ConsultantKey Private Bank Senior Financial Plannersince 2008
Full Profile

Ted Butler Bangor, ME

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Services Professional
Location:
Bangor, Maine Area
Industry:
Financial Services
Work history:
Retirement Savings Management: Fee Only Investment Management & Financial Planning Owner, Investment Mgr & Financial PlannerDec 1987 - 1997
Full Profile

Michael Tillery Naples, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Planner • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Ameriprise financial services, shareholder servicing - South Portland, ME
Senior representative
Company:
Seligman data corp - South Portland, ME
Dealer/retirement/financial planner services
Full Profile

William Beaudoin Portland, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Integrated Fianacial Partners-Lincoln Financial
Location:
Portland, Maine Area
Industry:
Financial Services
Full Profile

Robert Lorimer Bangor, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Owner at RDL Strings
Title:
Owner, RDL Strings
Location:
Bangor, Maine Area
Industry:
Music
Work history:
RDL Strings OwnerAlianz Financial plannerJan 1977 - Mar 1984
Full Profile

Bill Beaudoin Portland, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Integrated Fianacial Partners-Lincoln Financial
Location:
Portland, Maine Area
Industry:
Financial Services
Full Profile

Derek Chesley Portland, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Integrated Financial Partners
Location:
Portland, Maine Area
Industry:
Financial Services
Full Profile

Jim Miller Portland, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial planner at Miller Inc.
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Miller Inc. Financial planner
Full Profile

Zack Longley Portland, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at self
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Self Financial Planner
Full Profile

Kim Saucier Bangor, ME

Professions & Specialties

Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Marketing Manager • Saucier • Specialty Cook • Cooks • Marketing Professional • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Coordinator • Managers • Operations Manager

Experience & Education

Position:
Marketing, Design & Administrative Solutions at Kim Saucier
Title:
Marketing, Design & Administrative Solutions for Small Business
Location:
Bangor, Maine Area
Industry:
Marketing and Advertising
Work history:
Kim Saucier - Bangor, MaineMarketing, Design & Administrative Solutionssince May 2013Balance Hair & Body - Brewer, MaineSalon CoordinatorAug 2011 - May 2013
Assist the Financial Planner in meeting clients financial pla..
Full Profile

Shari Hall Swanville, ME

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Customer Service Associate • Client Service Officer • Physician • SalesForce Administrator • Database Administration Professional • Database Administrator • Customer Service • Sales Representative • Hospital Care Professional • Health Professional • Health Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Business Administrator • Team Member • Marketing Manager • Operations Manager • Marketing Administrator • Doctor of Philosophy • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Pharmaceutical Customer Service Associate representing AstraZeneca at Publicis Touchpoint...
Title:
Pharmaceutical Customer Service Associate for AstraZeneca at Publicis Touchpoint Solutions
Location:
Belfast, Maine
Industry:
Pharmaceuticals
Work history:
Publicis Touchpoint Solutions, Inc. - Portland, MainePharmaceutical Customer Service Associate representing AstraZenecasince Feb 2012Athenahealth Inside SalesMay 2009 - Feb 2012
Financial Planner/Customer Service Manager at Bank..
Full Profile

Anita Poulin Lewiston, ME

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Graphic Design Specialist • Graphic Designer • Administrative Associate • Office Assistant • Administrative Clerk • Clerical Specialist • Office Clerk • Designers

Experience & Education

Position:
Learning To Paint With Acrylics at University of Southern Maine L/A Senior College, Owner at AP...
Title:
Learning To Paint With Acrylics at University of Southern Maine L/A Senior College
Location:
Lewiston/Auburn, Maine Area
Industry:
Graphic Design
Work history:
University of Southern Maine L/A Senior College - 51 Westminster Street, Lewiston, Maine 04240Learning To Paint With Acrylicssince Oct 2012AP Graphics Ownersince Jan 1996
Skills:
Fine Art, Murals, Graphic Design, Logo Design, Web Design, Illustrator, Adobe Creative Suite, Adobe ...
Languages:
French
Paul P Morissette Financial Planner at Paul P Morissette FSP
Full Profile

Sean Roy-becker Portland, ME

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Vice President • Chief Executive • Customer Service • Agent • Sales Agent • Sales Representative • Psychology Specialist

Experience & Education

Position:
Private Banking Officer at TD Bank
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
TD Bank Private Banking Officersince Sep 2010Key Private Bank Relationship Manager, V.P.2006 - Sep 2010
..Liberty Fund product line to the Financial Planner
Full Profile

Sean Tuite Bangor, ME

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Controller • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounting Clerk • Accounting Analyst • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Supervisor • Business Administrator • Managers • Manager • Operations Manager • Bachelor of Science • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Plant Controller at ZF Lemforder LLC
Title:
Controller at ZF Lemforder LLC
Location:
Bangor, Maine Area
Industry:
Automotive
Work history:
ZF Lemforder LLC Plant Controllersince Mar 2009ZF Lemforder LLC ControllerAug 2004 - Feb 2011
Full Profile

Gary Nelson Portland, ME

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Representative • Accounting Bookkeeper • Bookkeeper • Music Artist • Musicians

Experience & Education

Position:
Principal at Northern Group Benefits, LLC
Title:
Northern Group Benefits, LLC
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Northern Group Benefits, LLC - MainePrincipalsince Oct 1993Northwestern Mutual Registered RepresentativeJun 1991 - Sep 1993
Skills:
Disability Insurance, Health Insurance, Dental Insurance, Life Insurance, Health Savings Accounts,...
Financial Planner / Stock Broker at Merrill Lynch
Full Profile

Gina Stoll Portland, ME

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Advisor • Chairperson • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive • Advertising Professional • Advertising Sales Agent • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
President & CEO at Coastal Marketing Ideas, LLC
Title:
Business Consultant
Location:
Portland, Maine Area
Industry:
Marketing and Advertising
Work history:
Coastal Marketing Ideas, LLC President & CEOsince Feb 2010Morgan Stanley Smith Barney Vice President Wealth ManagementDec 2001 - Dec 2009
Financial Planner
Full Profile

Michelle Rector Pejepscot, ME

Professions & Specialties

Chief Administrative Officer • Team Leader • Chief Executive • Operations Manager • Customer Service • Client Service Officer

Experience & Education

Work

Company:
The cleaning authority - Brunswick, ME
Team leader
Company:
Central maine medical center - Lewiston, ME
Environmental service aide

Skills

Financial statement analysis, Budget forecasting expertise, Adobe software proficiency, Financial...
Full Profile

Stephen Jordan Augusta, ME

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Sales Account Associate • Sales Executive • Business Analyst • Analyst • Analysts • Sales Manager

Experience & Education

Work

Company:
Bank of america - Brunswick, ME
Sales associate ii
Company:
Putnam defined contribution plans, putnam mutual funds putnam retail management - Boston, MA
Senior business analyst

Skills

Sales
Full Profile

Tammy Kilton Sanford, ME

Professions & Specialties

Customer Service • Client Service Officer • Medical Record Transcriber • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support

Experience & Education

Work

Company:
Anthem blue cross & blue shield
Provider representive(temp)
Company:
Maine micro-files - Kennebunkport, ME
Medical records processor
Full Profile

Robert Macmath Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor

Experience & Education

Work

Company:
People's securities, inc
Financial advisor/registered representative
Company:
Bancnorth investment group - Portland, ME
Financial advisor/registered representative
Full Profile

James Mclaughlin Winthrop, ME

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Financial Director • Financial Officer • Financial Manager • Customer Service • Operations Manager

Experience & Education

Work

Company:
Concentra medical center - Lewiston, ME
Account executive
Company:
Quirk ford / deluca auto / ira mazda - Augusta, ME
Business / sales / finance manager
Full Profile