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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
Christine Clinton-Catlin (CRD# 5055870) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry.
Martha Cottrill (CRD# 1399313) is an Investment Advisor Representative working at Mariner Wealth Advisors in New London, NH and has over 30 years of experience in the finance industry.
Debra Cox (CRD# 2181917) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VT and has over 32 years of experience in the finance industry.
Robert Dalelio (CRD# 2774112) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Sunapee, NH and has over 27 years of experience in the finance industry.
Timothy Doll (CRD# 3130351) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Keene, NH and has over 23 years of experience in the finance industry.
Nicholas Dubois (CRD# 6080499) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 11 years of experience in the finance industry.
Amy Duffy (CRD# 6732528) is an Investment Advisor Representative working at Edward Jones in Springfield, VT and has over 7 years of experience in the finance industry.
Philip Estabrook (CRD# 812722) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New London, NH and has over 44 years of experience in the finance industry.
Timothy Fisher (CRD# 2715837) is an Investment Advisor Representative working at Cwm, LLC in Chester, VT and has over 28 years of experience in the finance industry. Timothy Fisher 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.
Matthew Fliss (CRD# 6485481) is an Investment Advisor Representative working at Edward Jones in Keene, NH and has over 8 years of experience in the finance industry.