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News Room

Northeast Financial Representatives Earn CFP® Certification

Portland, ME
January 18th, 2013

Northeast Financial announced today that investment representatives Mary Holmes and Daniel Sparta have earned CFP® certification status from the Certified Financial Planner Board of Standards, Inc. The CFP credential is recognized industry-wide as the standard of excellence for education, experience, personal ethics, and responsibility in financial planning. 

Northeast Financial, located at Northeast Bank, is a member of the Financial Industry Regulatory Authority and headquartered in Portland.  

“We are proud of Mary and Dan’s achievement and their dedication to clients,” said Leslie Couper, CFP®, Principal Supervisor, Northeast Financial. “This milestone represents our ongoing commitment to delivering the highest quality of financial guidance.”

Dan and Mary completed two years of coursework before taking the CFP® examination, which covers financial planning, risk management, investments, tax planning, retirement, employee benefits, and estate planning. They have met the rigorous ethical requirements of the CFP® board and are committed to ongoing continuing education to expand their knowledge.

About Northeast Bancorp
Northeast Bancorp (NASDAQ: NBN) is the holding company for Northeast Bank, a full-service bank headquartered in Lewiston, Maine. Northeast Bank offers traditional banking services through its Community Banking Division, which operates ten full-service branches, some with investment centers, and four loan production offices that serve individuals and businesses located in western and south-central Maine and southern New Hampshire. Northeast Bank’s Loan Acquisition and Servicing Group purchases and originates commercial loans for the Bank’s portfolio. ableBanking, a division of Northeast Bank, offers savings products to consumers online. Information regarding Northeast Bank can be found at www.northeastbank.com.

 

77 Middle Street, 2nd Floor, Portland ME 04101
207-781-7301 • 800/284-5989 • FAX 207-781-8448

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Northeast Financial Services are separate and unrelated to Commonwealth.

Investment and Insurance products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the financial institution; and subject to investment risks, including possible loss of the principal amount invested.

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