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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
Joshua Roberts (CRD# 6556334) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 8 years of experience in the finance industry.
Barbara Roland (CRD# 1993954) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Nelson, NH and has over 34 years of experience in the finance industry.
Robert Roland (CRD# 2029313) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Nelson, NH and has over 34 years of experience in the finance industry.
Jeffrey Rubin (CRD# 1440707) is an Investment Advisor Representative working at Ipic, Inc. in Keene, NH and has over 30 years of experience in the finance industry. Jeffrey Rubin 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.
Ana Saavedra (CRD# 4746646) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 20 years of experience in the finance industry.
Gertrude Saville (CRD# 1761847) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 36 years of experience in the finance industry.
Robert Seaman (CRD# 5088914) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Keene, NH and has over 17 years of experience in the finance industry.
Travis Shine (CRD# 4797588) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brattleboro, VT and has over 19 years of experience in the finance industry.
Christopher Smiles (CRD# 1016621) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, VT and has over 41 years of experience in the finance industry.
Prentiss Smith (CRD# 867702) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 30 years of experience in the finance industry.