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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
Matthew Flotteron (CRD# 5684942) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 7 years of experience in the finance industry.
Alexandra Forest (CRD# 6268230) is an Investment Advisor Representative working at 44 North Capital, LLC in Burlington, VT and has over 7 years of experience in the finance industry. Alexandra Forest 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.
Richard Frontera (CRD# 837060) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 40 years of experience in the finance industry. Richard Frontera 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.
Louise Gibbs (CRD# 6405021) is an Investment Advisor Representative working at Westview Investment Advisors in Burlington, VT and has over 8 years of experience in the finance industry.
Danielle Gilbert-Richard (CRD# 4389700) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 22 years of experience in the finance industry.
Matthew Gleason (CRD# 2254842) is an Investment Advisor Representative working at Gsam Stable Value, LLC in Burlington, VT and has over 11 years of experience in the finance industry.
Aaron Glosser (CRD# 6265059) is an Investment Advisor Representative working at Edward Jones in Colchester, VT and has over 10 years of experience in the finance industry.
Sean Grattan (CRD# 4836456) is an Investment Advisor Representative working at Lpl Financial LLC in Essex Junction, VT and has over 19 years of experience in the finance industry.
Vincent Guy (CRD# 5008143) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Winooski, VT and has over 18 years of experience in the finance industry.
Jeffrey Haller (CRD# 5203101) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 17 years of experience in the finance industry.