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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
Adam Ihasz (CRD# 2314749) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 30 years of experience in the finance industry.
John Jacobi (CRD# 3075454) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 16 years of experience in the finance industry.
Robert Jeffords (CRD# 2103347) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwich, NY and has over 33 years of experience in the finance industry.
Dana Jones (CRD# 2516717) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Manchester Center, VT and has over 19 years of experience in the finance industry.
Jason Kastner (CRD# 3268079) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 24 years of experience in the finance industry.
Rhonda Lathrop (CRD# 6564520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 7 years of experience in the finance industry.
Mitsuo Lockrow (CRD# 2640883) is an Investment Advisor Representative working at Cambridge Wealth Management, LLC in Cambridge, NY and has over 28 years of experience in the finance industry.
Breanna Lundy (CRD# 5842892) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 13 years of experience in the finance industry.
Michael Mathon (CRD# 4024271) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manchester Center, VT and has over 24 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.