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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
Meredith Augustoni (CRD# 1221155) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 23 years of experience in the finance industry.
Starr Barnum (CRD# 4232299) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 17 years of experience in the finance industry.
Christine Beall (CRD# 6099986) is an Investment Advisor Representative working at Morgan Stanley in Colchester, VT and has over 11 years of experience in the finance industry.
Seth Blanchard (CRD# 4390792) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colchester, VT and has over 22 years of experience in the finance industry.
John Buckley (CRD# 34511) is an Investment Advisor Representative working at Mml Investors Services, LLC in Colchester, VT and has over 39 years of experience in the finance industry.
Ross Burke (CRD# 5575564) is an Investment Advisor Representative working at Mml Investors Services, LLC in Colchester, VT and has over 5 years of experience in the finance industry.
David Carris (CRD# 2590930) is an Investment Advisor Representative working at Morgan Stanley in Colchester, VT and has over 28 years of experience in the finance industry.
Michael Castillo (CRD# 4449920) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 18 years of experience in the finance industry. Michael Castillo 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.
James Cohen (CRD# 4464330) is an Investment Advisor Representative working at Eagle Strategies LLC in Colchester, VT and has over 22 years of experience in the finance industry.
Rodrique Cousino (CRD# 1019947) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 7 years of experience in the finance industry.