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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
Malissa Marshall (CRD# 6855567) is an Investment Advisor Representative working at Soaring Wealth LLC in Bristol, VT and has 1 year of experience in the finance industry. Malissa Marshall 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.
Caren Merson (CRD# 5658415) is an Investment Advisor Representative working at Edward Jones in Stowe, VT and has over 14 years of experience in the finance industry.
Brinton Moore (CRD# 4588413) is an Investment Advisor Representative working at Sterling Range Financial Management, LLC in Jericho, VT and has over 20 years of experience in the finance industry.
Whitley Mott (CRD# 1050211) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 41 years of experience in the finance industry.
Michael Newell (CRD# 2947643) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Danville, VT and has over 26 years of experience in the finance industry.
Oliver Orzal (CRD# 3217093) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry.
Shawn Oxford (CRD# 5117525) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bristol, VT and has over 17 years of experience in the finance industry.
Denise Palmer (CRD# 2812510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barre, VT and has over 27 years of experience in the finance industry.
William Patno (CRD# 2651502) is an Investment Advisor Representative working at Lpl Financial LLC in Barre, VT and has over 22 years of experience in the finance industry. William Patno 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.
Elijah Pell (CRD# 6529932) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 7 years of experience in the finance industry.