-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Donald Hubert (CRD# 1024427) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rutland, VT and has over 24 years of experience in the finance industry.
Johnhenry Hubert (CRD# 3049563) is an Investment Advisor Representative working at Catamount Asset Management LLC in Rutland, VT and has over 22 years of experience in the finance industry.
Margaret Jones (CRD# 5517937) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 15 years of experience in the finance industry.
Peter Kelley (CRD# 1317728) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 39 years of experience in the finance industry.
Gary Link (CRD# 2703651) is an Investment Advisor Representative working at Red Lighthouse Investment Management, LLC in Warren, VT and has over 12 years of experience in the finance industry. Gary Link 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.
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.
Steven Morneau (CRD# 5602073) is an Investment Advisor Representative working at Greenhill Financial Partners in Rutland, VT and has over 9 years of experience in the finance industry.
Alicia Munukka (CRD# 3024567) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 22 years of experience in the finance industry.
Timothy O'connor (CRD# 4296346) is an Investment Advisor Representative working at Commonwealth Financial Network in Rutland, VT and has over 22 years of experience in the finance industry. Timothy O'connor 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.
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.