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Distance Only Burlington, VT
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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
Brenda Kelley (CRD# 1919947) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 28 years of experience in the finance industry.
Dorota Kim (CRD# 4570884) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 21 years of experience in the finance industry.
Shaun King (CRD# 5158184) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Burlington, VT and has over 11 years of experience in the finance industry.
Jeffrey Kinneston (CRD# 1444525) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burlington, VT and has over 25 years of experience in the finance industry.
Richard Kowalski (CRD# 1558602) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 36 years of experience in the finance industry.
Jonathan Landry (CRD# 6004737) is an Investment Advisor Representative working at 44 North Capital, LLC in Burlington, VT and has over 12 years of experience in the finance industry. Jonathan Landry 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.
Yves Lapointe (CRD# 4415577) is an Investment Advisor Representative working at Tempus Asset Management in Burlington, VT and has over 20 years of experience in the finance industry.
Brian Lowry (CRD# 6713062) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burlington, VT and has over 4 years of experience in the finance industry. Brian Lowry 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.
Jennifer Malaney (CRD# 3007756) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 26 years of experience in the finance industry.
Robert Mangiacotti (CRD# 1576859) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 32 years of experience in the finance industry.