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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
Patrick Kimmell (CRD# 7221441) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 3 years of experience in the finance industry.
Thomas Lansing (CRD# 5920861) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwich, NY and has over 12 years of experience in the finance industry.
Rachel Lauber (CRD# 3027895) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Salem, NY and has over 10 years of experience in the finance industry. Rachel Lauber 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 Losey (CRD# 2290403) is an Investment Advisor Representative working at Bill Losey Retirement Solutions, LLC in Greenwich, NY and has over 31 years of experience in the finance industry. William Losey 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.
Karen Ogden (CRD# 4844105) is an Investment Advisor Representative working at Envest Asset Management, LLC in Dorset, VT and has over 2 years of experience in the finance industry. Karen Ogden 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.
Meredith Phippen (CRD# 7853740) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has 1 year of experience in the finance industry.
Scott Salway (CRD# 7303452) is an Investment Advisor Representative working at Eagle Strategies LLC in Wilmington, VT and has over 3 years of experience in the finance industry.
Michael Sherman (CRD# 4351022) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manchester, VT and has over 21 years of experience in the finance industry.
Larry Wilbur (CRD# 1056346) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwich, NY and has over 36 years of experience in the finance industry.