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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
Steven Jennings (CRD# 2472408) is an Investment Advisor Representative working at Evergreen Ria, LLC in Rutland, VT and has over 29 years of experience in the finance industry.
Patrick Kimmell (CRD# 7221441) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 3 years of experience in the finance industry.
John Koller (CRD# 2400754) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in Arlington, VT and has over 18 years of experience in the finance industry.
Zachary Levine (CRD# 5585848) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester Center, VT and has 1 year of experience in the finance industry.
William Losey (CRD# 2290403) is an Investment Advisor Representative working at Bill Losey Retirement Solutions, LLC in Greenwich, NY and has over 31 years of experience in the finance industry. William Losey 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.
David Penzer (CRD# 4520344) is an Investment Advisor Representative working at Lpl Financial LLC in Schuylerville, NY and has over 21 years of experience in the finance industry.
Eryn Ryan (CRD# 5760575) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Fair Haven, VT and has over 4 years of experience in the finance industry.
Michael Sherman (CRD# 4351022) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manchester, VT and has over 21 years of experience in the finance industry.
Travis Smyth (CRD# 7368089) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Fort Edward, NY and has over 5 years of experience in the finance industry.
Larry Wilbur (CRD# 1056346) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwich, NY and has over 36 years of experience in the finance industry.