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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
Joseph Malboeuf (CRD# 4825607) is an Investment Advisor Representative working at Lpl Financial LLC in Colchester, VT and has over 19 years of experience in the finance industry.
Andrew Marcotte (CRD# 6568549) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williston, VT and has over 7 years of experience in the finance industry.
Malissa Marshall (CRD# 6855567) is an Investment Advisor Representative working at Soaring Wealth LLC in Bristol, VT and has 1 year of experience in the finance industry. Malissa Marshall 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.
Brad Martin (CRD# 3207883) is an Investment Advisor Representative working at Mml Investors Services, LLC in Colchester, VT and has over 18 years of experience in the finance industry.
Sandra Maynard (CRD# 2101732) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 33 years of experience in the finance industry.
Jason McFaul (CRD# 5141206) is an Investment Advisor Representative working at Mml Investors Services, LLC in Colchester, VT and has over 17 years of experience in the finance industry.
Gregory McLenithan (CRD# 2358533) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 24 years of experience in the finance industry. Gregory McLenithan 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.
Timothy Monty (CRD# 4748874) is an Investment Advisor Representative working at Lpl Financial LLC in Williston, VT and has over 12 years of experience in the finance industry.
Brinton Moore (CRD# 4588413) is an Investment Advisor Representative working at Sterling Range Financial Management, LLC in Jericho, VT and has over 20 years of experience in the finance industry.
Whitley Mott (CRD# 1050211) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 41 years of experience in the finance industry.