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Distance Only South Burlington, 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
Kyle Nicholls (CRD# 6476141) is an Investment Advisor Representative working at Commonwealth Financial Network in South Burlington, VT and has over 8 years of experience in the finance industry.
Timothy W. O'brien (CRD# 1200391) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 40 years of experience in the finance industry.
Melinda Pakulski (CRD# 4140152) is an Investment Advisor Representative working at Commonwealth Financial Network in South Burlington, VT and has over 23 years of experience in the finance industry.
Josh Patrick (CRD# 2701070) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 28 years of experience in the finance industry. Josh Patrick 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.
Brett Peltzer (CRD# 1146171) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has 1 year of experience in the finance industry.
Rene Pochop (CRD# 2541810) is an Investment Advisor Representative working at Pochop Financial Management, Inc. in South Burlington, VT and has over 29 years of experience in the finance industry. Rene Pochop 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.
John Polanshek (CRD# 1315176) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 39 years of experience in the finance industry.
Kyle Presson (CRD# 5276043) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 16 years of experience in the finance industry.
Michael Schell (CRD# 6941207) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 6 years of experience in the finance industry. Michael Schell 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.
Wayne Segear (CRD# 4548238) is an Investment Advisor Representative working at Private Advisor Group, LLC in South Burlington, VT and has over 21 years of experience in the finance industry.