-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Mirenda (CRD# 2492770) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in East Dorset, VT and has over 27 years of experience in the finance industry. James Mirenda 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.
Steven Morneau (CRD# 5602073) is an Investment Advisor Representative working at Lpl Financial LLC in Rutland, VT and has over 9 years of experience in the finance industry.
Alicia Munukka (CRD# 3024567) 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.
Timothy O'connor (CRD# 4296346) is an Investment Advisor Representative working at Commonwealth Financial Network in Rutland, VT and has over 22 years of experience in the finance industry. Timothy O'connor 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.
Caitlin Perry (CRD# 5646213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 14 years of experience in the finance industry.
James Reynolds (CRD# 2997795) is an Investment Advisor Representative working at Lpl Financial LLC in Rutland, VT and has over 20 years of experience in the finance industry.
Morgan Roberts (CRD# 4605031) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has 1 year of experience in the finance industry.
Richard Rodrigue (CRD# 4416416) is an Investment Advisor Representative working at Lpl Financial LLC in Fair Haven, VT and has over 22 years of experience in the finance industry.
Griffin Sivret (CRD# 5712337) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 14 years of experience in the finance industry. Griffin Sivret 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.
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.