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Distance Only Rutland, VT
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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
Margaret Jones (CRD# 5517937) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 15 years of experience in the finance industry.
Peter Kelley (CRD# 1317728) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 39 years of experience in the finance industry.
Alicia Munukka (CRD# 3024567) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 22 years of experience in the finance industry.
Timothy O'connor (CRD# 4296346) is an Investment Advisor Representative working at Commonwealth Financial Network in Rutland, VT and has over 22 years of experience in the finance industry. Timothy O'connor 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.
Caitlin Perry (CRD# 5646213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 15 years of experience in the finance industry.
James Reynolds (CRD# 2997795) is an Investment Advisor Representative working at Lpl Financial LLC in Rutland, VT and has over 20 years of experience in the finance industry.
Richard Rodrigue (CRD# 4416416) is an Investment Advisor Representative working at Lpl Financial LLC in Rutland, VT and has over 22 years of experience in the finance industry.
Lon Smith (CRD# 3123601) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 25 years of experience in the finance industry.
Reed Wilcox (CRD# 6124691) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 11 years of experience in the finance industry.
Kenneth Decandio (CRD# 3014912) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rutland, VT and has over 4 years of experience in the finance industry.