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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
Joshua Houle (CRD# 5887939) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 13 years of experience in the finance industry. Joshua Houle 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.
Daniel Hutner (CRD# 4356920) is an Investment Advisor Representative working at Hutner Capital Management Inc. in Manchester, VT and has 1 year of experience in the finance industry.
Daniel Hutner (CRD# 5121499) is an Investment Advisor Representative working at Hutner Capital Management Inc. in Manchester, VT and has over 11 years of experience in the finance industry.
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.
Jason Jeffers (CRD# 3020016) is an Investment Advisor Representative working at Esi Financial Advisors in Bennington, VT and has over 26 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.
Cynthia Kordys (CRD# 5794206) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Swanzey, NH and has over 13 years of experience in the finance industry.
Gary Kostowski (CRD# 5104220) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Claremont, NH and has over 17 years of experience in the finance industry.
Deborah Lane (CRD# 2187967) is an Investment Advisor Representative working at Commonwealth Financial Network in Bennington, VT and has over 31 years of experience in the finance industry. Deborah Lane 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.