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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
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.
Matthew Neely (CRD# 5388851) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williamstown, MA and has over 16 years of experience in the finance industry.
Natalie Noble (CRD# 4606393) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Northfield, MA and has over 21 years of experience in the finance industry.
Daniel Richardson (CRD# 6990136) is an Investment Advisor Representative working at Edward Jones in Springfield, VT and has over 5 years of experience in the finance industry.
Joshua Roberts (CRD# 6556334) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 8 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.
Ana Saavedra (CRD# 4746646) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 20 years of experience in the finance industry.
Matthew Sauer (CRD# 4956859) is an Investment Advisor Representative working at Mds Wealth Advisors, LLC in Williamstown, MA and has over 19 years of experience in the finance industry.
Gertrude Saville (CRD# 1761847) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 36 years of experience in the finance industry.