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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
William Koster (CRD# 1452809) is an Investment Advisor Representative working at One Day In July LLC in Vergennes, VT and has over 32 years of experience in the finance industry.
Carrie McDonnell (CRD# 7529640) is an Investment Advisor Representative working at One Day In July LLC in Rochester, VT and has over 2 years of experience in the finance industry.
Kenneth Parlin (CRD# 3081940) is an Investment Advisor Representative working at Parlin Advisors LLC in Hague, NY and has over 12 years of experience in the finance industry. Kenneth Parlin 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.
Kristine Pearsall (CRD# 2315636) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bristol, VT and has over 9 years of experience in the finance industry.
Jeffrey Wood (CRD# 2402574) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hinesburg, VT and has over 26 years of experience in the finance industry. Jeffrey Wood 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.