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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
Deirdre Keenan (CRD# 7646199) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has 1 year of experience in the finance industry.
William Koster (CRD# 1452809) is an Investment Advisor Representative working at One Day In July LLC in Vergennes, VT and has over 32 years of experience in the finance industry.
Tina Lagrow (CRD# 5299286) is an Investment Advisor Representative working at Antoine Williams & Associates Wealth Management, LLC in Shelburne, VT and has 1 year of experience in the finance industry.
Alexander Lajeunesse (CRD# 6175956) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williston, VT and has over 2 years of experience in the finance industry.
Megan Mandigo (CRD# 7586904) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry.
Eileen McCaffrey (CRD# 7492044) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry. Eileen McCaffrey 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.
Carrie McDonnell (CRD# 7529640) is an Investment Advisor Representative working at One Day In July LLC in Rochester, VT and has over 2 years of experience in the finance industry.
Jennifer McGrath (CRD# 2545247) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has 1 year of experience in the finance industry.
Jennifer Murphy (CRD# 7226444) is an Investment Advisor Representative working at Edward Jones in South Burlington, VT and has over 3 years of experience in the finance industry.
Kenneth Parlin (CRD# 3081940) is an Investment Advisor Representative working at Parlin Advisors LLC in Hague, NY and has over 12 years of experience in the finance industry. Kenneth Parlin 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.