-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Reagan (CRD# 6192342) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burlington, VT and has over 10 years of experience in the finance industry.
Adam Robert (CRD# 5759613) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsburgh, NY and has over 10 years of experience in the finance industry. Adam Robert 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.
Stephen Roberts (CRD# 4023068) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 24 years of experience in the finance industry.
Benjamin Russell (CRD# 4206163) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colchester, VT and has over 23 years of experience in the finance industry.
Christopher Saras (CRD# 2884291) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 26 years of experience in the finance industry.
Jonathan Schneiderman (CRD# 2015821) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plattsburgh, NY and has over 34 years of experience in the finance industry. Jonathan Schneiderman 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.
Chet Schwartz (CRD# 4690838) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, VT and has over 16 years of experience in the finance industry.
George Simone (CRD# 2093569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 33 years of experience in the finance industry.
Hans Smith (CRD# 6322329) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 10 years of experience in the finance industry.
Mathew Smith (CRD# 6409979) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Winooski, VT and has over 6 years of experience in the finance industry.