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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
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.
John Servin (CRD# 2016637) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 23 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.
Jonathan Smith (CRD# 3128341) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 18 years of experience in the finance industry. Jonathan Smith 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.
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.
Joseph Smithwick (CRD# 5219257) is an Investment Advisor Representative working at Broadlake Financial Management in South Burlington, VT and has over 17 years of experience in the finance industry.
Myron Sopher (CRD# 2716110) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has over 28 years of experience in the finance industry.
Trudy Stanley (CRD# 5166412) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 16 years of experience in the finance industry.
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.