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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
Adam Walsh (CRD# 2371045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 30 years of experience in the finance industry.
Kelli Warriner (CRD# 4134719) is an Investment Advisor Representative working at Commonwealth Financial Network in Brattleboro, VT and has over 24 years of experience in the finance industry. Kelli Warriner 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.
James Williams (CRD# 4806982) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 19 years of experience in the finance industry. James Williams 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.
Peter Christenson (CRD# 7230813) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 3 years of experience in the finance industry.
James Coleman (CRD# 1662939) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manchester Center, VT and has 1 year of experience in the finance industry.
Cody Crossman (CRD# 7437699) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manchester, VT and has 1 year of experience in the finance industry.
Amy Frechette (CRD# 6150061) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has 1 year of experience in the finance industry.
Ellen Janis (CRD# 6574303) is an Investment Advisor Representative working at Mml Investors Services, LLC in North Adams, MA and has over 8 years of experience in the finance industry.
Tracey John (CRD# 7670074) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has 1 year of experience in the finance industry.
Christopher Karampatsos (CRD# 6924026) is an Investment Advisor Representative working at Commonwealth Financial Network in Williamstown, MA and has over 2 years of experience in the finance industry.