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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
Travis Poodiack (CRD# 6527796) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 8 years of experience in the finance industry. Travis Poodiack 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.
Jane-ellen Porter-Stefanowicz (CRD# 2293920) is an Investment Advisor Representative working at Lpl Financial LLC in Keene, NH and has over 30 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.
Scott Ringland (CRD# 1960167) is an Investment Advisor Representative working at Money Concepts Advisory Service in Keene, NH and has over 32 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.
Jeffrey Rubin (CRD# 1440707) is an Investment Advisor Representative working at Ipic, Inc. in Keene, NH and has over 30 years of experience in the finance industry. Jeffrey Rubin 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.
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.
Robert Seaman (CRD# 5088914) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Keene, NH and has over 17 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.