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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
Stacy Putnam (CRD# 6127607) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Burlington, VT and has over 11 years of experience in the finance industry.
Christopher Quintin (CRD# 4058586) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, VT and has over 24 years of experience in the finance industry.
Daniel Reagan (CRD# 1626675) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burlington, VT and has over 37 years of experience in the finance industry.
Joshua Reagan (CRD# 6192342) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burlington, VT and has over 10 years of experience in the finance industry.
Chet Schwartz (CRD# 4690838) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, VT and has over 16 years of experience in the finance industry.
George Simone (CRD# 2093569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 33 years of experience in the finance industry.
Hans Smith (CRD# 6322329) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 10 years of experience in the finance industry.
Patti Steffens (CRD# 5293905) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 14 years of experience in the finance industry.
Theresa Swett (CRD# 2427540) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 30 years of experience in the finance industry.
James Towne (CRD# 6414493) is an Investment Advisor Representative working at Mml Investors Services, LLC in Burlington, VT and has over 8 years of experience in the finance industry. James Towne 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.