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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
Michael McKenna (CRD# 2515866) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 29 years of experience in the finance industry.
James Mirenda (CRD# 2492770) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in East Dorset, VT and has over 27 years of experience in the finance industry. James Mirenda 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.
Meghan Murray (CRD# 4070832) is an Investment Advisor Representative working at Edward Jones in Glens Falls, NY and has over 24 years of experience in the finance industry.
Adam Pearsall (CRD# 4329863) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Glens Falls, NY and has over 22 years of experience in the finance industry.
Mark Ripley (CRD# 2798199) is an Investment Advisor Representative working at Lpl Financial LLC in Glens Falls, NY and has over 26 years of experience in the finance industry. Mark Ripley 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.
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.
James Sawtelle (CRD# 4761512) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bennington, VT and has over 19 years of experience in the finance industry.
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.
Griffin Sivret (CRD# 5712337) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 14 years of experience in the finance industry. Griffin Sivret 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.
Rachel Sloan (CRD# 2412421) is an Investment Advisor Representative working at Sloan Advisory Group, Inc. in Glens Falls, NY and has over 30 years of experience in the finance industry. Rachel Sloan 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.