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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
Megan Mandigo (CRD# 7586904) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry.
Eileen McCaffrey (CRD# 7492044) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry. Eileen McCaffrey 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.
Carrie McDonnell (CRD# 7529640) is an Investment Advisor Representative working at One Day In July LLC in Rochester, VT and has over 2 years of experience in the finance industry.
Abram Nunes (CRD# 6083085) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has 1 year of experience in the finance industry.
Gilles Owen (CRD# 5738154) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Barre, VT and has over 13 years of experience in the finance industry.
Kristine Pearsall (CRD# 2315636) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bristol, VT and has over 9 years of experience in the finance industry.
Kasandra Reid (CRD# 7705083) is an Investment Advisor Representative working at Lpl Financial LLC in Montpelier, VT and has 1 year of experience in the finance industry.
William Reynolds (CRD# 1532396) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 32 years of experience in the finance industry.
Justin Setter (CRD# 4783079) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 18 years of experience in the finance industry.
Jeffrey Wood (CRD# 2402574) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hinesburg, VT and has over 26 years of experience in the finance industry. Jeffrey Wood 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.