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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
Liana Poodiack (CRD# 3230074) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 24 years of experience in the finance industry. Liana Poodiack 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.
Travis Poodiack (CRD# 6527796) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 8 years of experience in the finance industry. Travis Poodiack 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.
Daniel Richardson (CRD# 6990136) is an Investment Advisor Representative working at Edward Jones in Springfield, VT and has over 5 years of experience in the finance industry.
Scott Ringland (CRD# 1960167) is an Investment Advisor Representative working at Money Concepts Advisory Service in Keene, NH and has over 32 years of experience in the finance industry.
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.
Morgan Roberts (CRD# 4605031) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has 1 year 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.