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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
Stephen Simmons (CRD# 4655879) is an Investment Advisor Representative working at Esi Financial Advisors in Bennington, VT and has over 20 years of experience in the finance industry.
Daryl Spirka (CRD# 4006179) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 23 years of experience in the finance industry. Daryl Spirka 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.
Craig Strassell (CRD# 5120233) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 17 years of experience in the finance industry.
Nathan Tomkiewicz (CRD# 6837450) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 6 years of experience in the finance industry.
Dominick Trimarchi (CRD# 1500576) is an Investment Advisor Representative working at Trimarc Wealth Management LLC in Saratoga, NY and has over 34 years of experience in the finance industry.
Kenneth Whitestone (CRD# 1669822) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pittsfield, MA and has over 36 years of experience in the finance industry.
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.
Timothy Wilson (CRD# 2503616) is an Investment Advisor Representative working at Wilson Advisors, LLC in Mechanicville, NY and has over 29 years of experience in the finance industry.
Edward Zaik (CRD# 2115492) is an Investment Advisor Representative working at Equitable Advisors, LLC in Valatie, NY and has over 32 years of experience in the finance industry.
Michael Zamboni (CRD# 3215419) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 23 years of experience in the finance industry.