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Distance Only South Burlington, VT
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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
Kyle Abrahamovich (CRD# 4736078) is an Investment Advisor Representative working at Poulos Advisors, Inc. in South Burlington, VT and has over 20 years of experience in the finance industry.
Mark Aridgides (CRD# 4216957) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 13 years of experience in the finance industry. Mark Aridgides 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.
Scott Baldwin (CRD# 2847135) is an Investment Advisor Representative working at Emg in South Burlington, VT and has over 25 years of experience in the finance industry.
Scott Beaudin (CRD# 4694627) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 20 years of experience in the finance industry. Scott Beaudin 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.
Bryan Belisle (CRD# 4232331) is an Investment Advisor Representative working at B.w. Belisle Planning & Strategy Company LLC in South Burlington, VT and has over 23 years of experience in the finance industry.
Neil Callahan (CRD# 1822352) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 35 years of experience in the finance industry.
Heidi Clute (CRD# 1010224) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 37 years of experience in the finance industry. Heidi Clute 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.
Timothy Cope (CRD# 1039310) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 31 years of experience in the finance industry.
Alison Davis (CRD# 6911640) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has over 5 years of experience in the finance industry.
Kristin Dearborn (CRD# 6792055) is an Investment Advisor Representative working at Edward Jones in South Burlington, VT and has over 6 years of experience in the finance industry.