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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 Sawtelle (CRD# 4761512) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bennington, VT and has over 19 years of experience in the finance industry.
Travis Shine (CRD# 4797588) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brattleboro, VT and has over 19 years of experience in the finance industry.
Stephen Simmons (CRD# 4655879) is an Investment Advisor Representative working at Esi Financial Advisors in Bennington, VT and has over 20 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.
Prentiss Smith (CRD# 867702) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 30 years of experience in the finance industry.
Prentiss Smith (CRD# 5033193) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 20 years of experience in the finance industry.
Daryl Spirka (CRD# 4006179) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 23 years of experience in the finance industry. Daryl Spirka 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.
Lee Spivey (CRD# 3143532) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Manchester Center, VT and has over 25 years of experience in the finance industry. Lee Spivey 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.
William Stevens (CRD# 6218384) is an Investment Advisor Representative working at Edward Jones in Bellows Falls, VT and has over 10 years of experience in the finance industry.