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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
Michael Taxman (CRD# 3130965) is an Investment Advisor Representative working at Michael D. Taxman Investment Management in Hanover, NH and has over 25 years of experience in the finance industry.
Gregory Teese (CRD# 2135269) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 29 years of experience in the finance industry.
Rebecca Teese (CRD# 3135572) is an Investment Advisor Representative working at Edward Jones in Montpelier, VT and has over 10 years of experience in the finance industry. Rebecca Teese 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.
Martin Thomas (CRD# 6756002) is an Investment Advisor Representative working at Edward Jones in Montpelier, VT and has over 6 years of experience in the finance industry.
William Thomas (CRD# 2570074) is an Investment Advisor Representative working at Wells Fargo Advisors in Hanover, NH and has over 28 years of experience in the finance industry.
Matthew Toepfer (CRD# 5765529) is an Investment Advisor Representative working at Advice And Planning Services in Hanover, NH and has over 13 years of experience in the finance industry.
Penny Vinson (CRD# 5081138) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 9 years of experience in the finance industry.
Eric Wadsworth (CRD# 5877490) is an Investment Advisor Representative working at Wadsworth & Daulaire Financial Planners in Hanover, NH and has 1 year of experience in the finance industry. Eric Wadsworth 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.
Lucy Wagner (CRD# 5305243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 13 years of experience in the finance industry.
Mark Waskow (CRD# 1518572) is an Investment Advisor Representative working at Lifemark Securities Corp. in Barre, VT and has over 37 years of experience in the finance industry.