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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
John Jacobi (CRD# 3075454) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 16 years of experience in the finance industry.
Jason Jeffers (CRD# 3020016) is an Investment Advisor Representative working at Esi Financial Advisors in Bennington, VT and has over 26 years of experience in the finance industry.
Dana Jones (CRD# 2516717) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Manchester Center, VT and has over 19 years of experience in the finance industry.
Penelope Kaufman (CRD# 1922598) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 17 years of experience in the finance industry.
Sara Kermenski (CRD# 5914319) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marlboro, VT and has over 12 years of experience in the finance industry.
Cynthia Kordys (CRD# 5794206) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Swanzey, NH and has over 13 years of experience in the finance industry.
Gary Kostowski (CRD# 5104220) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Claremont, NH and has over 17 years of experience in the finance industry.
Allisyn Lambert (CRD# 6690564) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 7 years of experience in the finance industry.
Deborah Lane (CRD# 2187967) is an Investment Advisor Representative working at Commonwealth Financial Network in Bennington, VT and has over 31 years of experience in the finance industry. Deborah Lane 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.
Kenneth Lane (CRD# 2498553) is an Investment Advisor Representative working at Commonwealth Financial Network in Bennington, VT and has over 29 years of experience in the finance industry.