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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
David Carris (CRD# 2590930) is an Investment Advisor Representative working at Morgan Stanley in Colchester, VT and has over 28 years of experience in the finance industry.
Michael Castillo (CRD# 4449920) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 18 years of experience in the finance industry. Michael Castillo 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.
Jeffrey Clark (CRD# 5758187) is an Investment Advisor Representative working at Edward Jones in Burlington, VT and has over 13 years of experience in the finance industry.
James Cohen (CRD# 4464330) is an Investment Advisor Representative working at Eagle Strategies LLC in Colchester, VT and has over 21 years of experience in the finance industry.
Rodrique Cousino (CRD# 1019947) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 7 years of experience in the finance industry.
Lisa Cruser (CRD# 6642220) is an Investment Advisor Representative working at Cuso Financial Services, LP in Essex Junction, VT and has over 7 years of experience in the finance industry.
Daniel Cunningham (CRD# 6676005) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 7 years of experience in the finance industry.
John Deans (CRD# 1696906) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Milton, VT and has over 36 years of experience in the finance industry.
Charles Dinklage (CRD# 2674824) is an Investment Advisor Representative working at Equitable Advisors, LLC in Burlington, VT and has over 28 years of experience in the finance industry.
Robert Donlan (CRD# 1030997) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Plattsburgh, NY and has over 42 years of experience in the finance industry. Robert Donlan 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.