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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
Robert Bizek (CRD# 1163641) is an Investment Advisor Representative working at Summit Investments LLC in Dorset, VT and has over 40 years of experience in the finance industry.
David Bogonovich (CRD# 4553947) is an Investment Advisor Representative working at Centurion Wealth Management in Dorset, VT and has 1 year of experience in the finance industry.
Carmel Furtado (CRD# 1265467) is an Investment Advisor Representative working at Bay Colony Advisors in Dorset, VT and has over 39 years of experience in the finance industry.
Karen Ogden (CRD# 4844105) is an Investment Advisor Representative working at Envest Asset Management, LLC in Dorset, VT and has over 2 years of experience in the finance industry. Karen Ogden 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.
Michael Adrian (CRD# 2285905) is an Investment Advisor Representative working at Archer Investment Corporation in Townshend, VT and has over 21 years of experience in the finance industry.
Jessica Anderson (CRD# 1579811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 37 years of experience in the finance industry. Jessica Anderson 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.
Andrew Beresford (CRD# 5303702) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 17 years of experience in the finance industry.
Katherine Brady (CRD# 5477795) is an Investment Advisor Representative working at Commonwealth Financial Network in Rutland, VT and has over 7 years of experience in the finance industry. Katherine Brady 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.
Pamela Brileya (CRD# 2551741) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 22 years of experience in the finance industry.
Jeremy Carroll (CRD# 6548090) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 8 years of experience in the finance industry.