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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
Jonathan Smith (CRD# 3128341) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 18 years of experience in the finance industry. Jonathan Smith 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.
Joseph Smithwick (CRD# 5219257) is an Investment Advisor Representative working at Broadlake Financial Management in South Burlington, VT and has over 17 years of experience in the finance industry.
Myron Sopher (CRD# 2716110) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has over 28 years of experience in the finance industry.
Trudy Stanley (CRD# 5166412) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 16 years of experience in the finance industry.
Jeffrey Steele (CRD# 2111373) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 33 years of experience in the finance industry.
Stuart Stevens (CRD# 5929103) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 11 years of experience in the finance industry.
Breanna Sykes (CRD# 6682801) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 6 years of experience in the finance industry. Breanna Sykes 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.
Todd Toensing (CRD# 1991943) is an Investment Advisor Representative working at Emg in South Burlington, VT and has over 34 years of experience in the finance industry. Todd Toensing 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.
Donald Tynion (CRD# 1637532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 32 years of experience in the finance industry.
Christina Ubl (CRD# 4488732) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 20 years of experience in the finance industry. Christina Ubl 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.