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Distance Only Colchester, 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
Michael Donnelly (CRD# 1374732) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 17 years of experience in the finance industry.
Jason Dubois (CRD# 2968693) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colchester, VT and has over 23 years of experience in the finance industry.
Connor Duffy (CRD# 5545382) is an Investment Advisor Representative working at Morgan Stanley in Colchester, VT and has over 14 years of experience in the finance industry.
Richard Frontera (CRD# 837060) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 40 years of experience in the finance industry. Richard Frontera 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.
Aaron Glosser (CRD# 6265059) is an Investment Advisor Representative working at Edward Jones in Colchester, VT and has over 10 years of experience in the finance industry.
Jeffrey Haller (CRD# 5203101) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 17 years of experience in the finance industry.
William Hinman (CRD# 2854971) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 23 years of experience in the finance industry.
Alec Hoke (CRD# 1921673) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 30 years of experience in the finance industry.
Robert Johnson (CRD# 6604035) is an Investment Advisor Representative working at Mml Investors Services, LLC in Colchester, VT and has over 8 years of experience in the finance industry.
Thomas Kasprzak (CRD# 2550791) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 25 years of experience in the finance industry.