professional profile
Helen E Andreoli, CFP
Overview
Helen E Andreoli is an insurance agent and an investment adviser representative based in Portland, ME, with 26 years in the industry.
- Years in the industry
- 26
- States licensed
- 2
- States registered
- 2
- Carrier appointments
- 26
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 2 states
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- Great Diamond Partners, LLCCurrent firm
Employment history since 2002
Carriers
26 active carrier appointments
Book and practice
Firm assets under management on file
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