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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
Christopher Smiles (CRD# 1016621) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, VT and has over 41 years of experience in the finance industry.
Mary Smith (CRD# 2730623) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hanover, NH and has over 28 years of experience in the finance industry. Mary Smith 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.
Sheldon Stansfield (CRD# 6533809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 8 years of experience in the finance industry.
William Stevens (CRD# 6218384) is an Investment Advisor Representative working at Edward Jones in Bellows Falls, VT and has over 10 years of experience in the finance industry.
William Sullivan (CRD# 2955817) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New London, NH and has over 26 years of experience in the finance industry.
Roland Swasey (CRD# 6732367) is an Investment Advisor Representative working at Edward Jones in Lebanon, NH and has over 7 years of experience in the finance industry.
Matthew Tashjian (CRD# 2456152) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Woodstock, VT and has over 30 years of experience in the finance industry.
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.
Susan Terwilliger (CRD# 5983118) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Killington, VT and has over 11 years of experience in the finance industry.
Kevin Theissen (CRD# 3228847) is an Investment Advisor Representative working at Hwc Financial in Ludlow, VT and has over 15 years of experience in the finance industry.