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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
Peter Post (CRD# 2699571) is an Investment Advisor Representative working at Post Investment Management in Charlotte, VT and has over 27 years of experience in the finance industry. Peter Post 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.
Braden Prentice (CRD# 5082465) is an Investment Advisor Representative working at Edward Jones in Shelburne, VT and has over 9 years of experience in the finance industry.
Kyle Presson (CRD# 5276043) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 16 years of experience in the finance industry.
Michael Quinn (CRD# 1053934) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Ferrisburg, VT and has over 27 years of experience in the finance industry.
Theodore Riehle (CRD# 1053690) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 41 years of experience in the finance industry.
Aaron Robertson (CRD# 5824917) is an Investment Advisor Representative working at Edward Jones in Vergennes, VT and has over 13 years of experience in the finance industry.
Michael Schell (CRD# 6941207) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 6 years of experience in the finance industry. Michael Schell 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 Scribner (CRD# 2047462) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Brandon, VT and has over 28 years of experience in the finance industry.
Wayne Segear (CRD# 4548238) is an Investment Advisor Representative working at Private Advisor Group, LLC in South Burlington, VT and has over 21 years of experience in the finance industry.
John Servin (CRD# 2016637) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 23 years of experience in the finance industry.