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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
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.
Lon Smith (CRD# 3123601) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 25 years of experience in the finance industry.
Susan Terwilliger (CRD# 5983118) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Killington, VT and has over 11 years of experience in the finance industry.
Todd Walker (CRD# 4781913) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Wells, VT and has over 19 years of experience in the finance industry.
Brian Warner (CRD# 6593803) is an Investment Advisor Representative working at Edward Jones in Queensbury, NY and has over 8 years of experience in the finance industry.
Reed Wilcox (CRD# 6124691) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 11 years of experience in the finance industry.
Christopher Zito (CRD# 2655643) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Glens Falls, NY and has over 22 years of experience in the finance industry.
Katherine Bates (CRD# 6111611) is an Investment Advisor Representative working at Morgan Stanley in Glens Falls, NY and has over 10 years of experience in the finance industry.
Melissa Battiste (CRD# 4829235) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Glens Falls, NY and has over 18 years of experience in the finance industry.
Sean Berger (CRD# 1754719) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Queensbury, NY and has over 36 years of experience in the finance industry. Sean Berger 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.