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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
Patti Steffens (CRD# 5293905) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 14 years of experience in the finance industry.
James Stinson (CRD# 5227028) is an Investment Advisor Representative working at Edward Jones in Plattsburgh, NY and has over 17 years of experience in the finance industry.
Daniel Streeter (CRD# 5061648) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 18 years of experience in the finance industry.
Theresa Swett (CRD# 2427540) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 30 years of experience in the finance industry.
Jo Ann Thibault (CRD# 5387984) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 12 years of experience in the finance industry.
Jeffery Thompson (CRD# 5133762) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colchester, VT and has over 15 years of experience in the finance industry.
James Towne (CRD# 6414493) is an Investment Advisor Representative working at Mml Investors Services, LLC in Burlington, VT and has over 8 years of experience in the finance industry. James Towne 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.
Tina Truax Mccuin (CRD# 6127352) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Burlington, VT and has over 9 years of experience in the finance industry.
Chad Tsounis (CRD# 5579717) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Fairfax, VT and has over 15 years of experience in the finance industry.
Nathanael Vincent (CRD# 5819417) is an Investment Advisor Representative working at Edward Jones in St Albans City, VT and has over 13 years of experience in the finance industry.