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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
Peter Simpson (CRD# 5135759) is an Investment Advisor Representative working at Cuso Financial Services in Fitchburg, MA and has over 18 years of experience in the finance industry.
George Slyman (CRD# 1460623) is an Investment Advisor Representative working at Lpl Financial LLC in New Ipswich, NH and has over 38 years of experience in the finance industry. George Slyman 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.
Prentiss Smith (CRD# 5033193) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 20 years of experience in the finance industry.
Prentiss Smith (CRD# 867702) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 30 years of experience in the finance industry.
Gretchen Snow (CRD# 6058711) is an Investment Advisor Representative working at Primerica Advisors in Swanzey, NH and has over 12 years of experience in the finance industry.
Matthew Snow (CRD# 4958793) is an Investment Advisor Representative working at Primerica Advisors in Swanzey, NH and has over 19 years of experience in the finance industry.
Michelle Spaziani (CRD# 4335618) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenfield, MA and has over 23 years of experience in the finance industry. Michelle Spaziani 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.
Sarah Stamp (CRD# 5018295) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 16 years of experience in the finance industry. Sarah Stamp 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.
William Stevens (CRD# 6218384) is an Investment Advisor Representative working at Edward Jones in Bellows Falls, VT and has over 10 years of experience in the finance industry.
Christopher Stoner (CRD# 5473451) is an Investment Advisor Representative working at Lpl Financial LLC in West Chesterfield, NH and has over 16 years of experience in the finance industry. Christopher Stoner 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.