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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
Douglas Petersen (CRD# 361162) is an Investment Advisor Representative working at Amidon & Petersen Financials, LLC in Niverville, NY and has over 32 years of experience in the finance industry.
Meredith Phippen (CRD# 7853740) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has 1 year of experience in the finance industry.
Drew Prescott (CRD# 4986993) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Troy, NY and has over 10 years of experience in the finance industry.
Ellen Purinton (CRD# 6848664) is an Investment Advisor Representative working at Wellington Shields & Company, LLC in Shelburne Falls, MA and has over 5 years of experience in the finance industry.
Scott Salway (CRD# 7303452) is an Investment Advisor Representative working at Eagle Strategies LLC in Wilmington, VT and has over 3 years of experience in the finance industry.
Seth Shepard (CRD# 7510624) is an Investment Advisor Representative working at Commonwealth Financial Network in North Adams, MA and has 1 year of experience in the finance industry.
Kyle Smith (CRD# 7235558) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 2 years of experience in the finance industry.
Stephen Sykes (CRD# 2630085) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Pittsfield, MA and has over 28 years of experience in the finance industry.
Vincenzo Testa (CRD# 7665293) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has 1 year of experience in the finance industry. Vincenzo Testa 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.
Harmony Wagner (CRD# 7404910) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has 1 year of experience in the finance industry. Harmony Wagner 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.