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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
Kandi Graham (CRD# 2503872) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 15 years of experience in the finance industry.
Brian Hosan (CRD# 7257735) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Schroon Lake, NY and has over 3 years of experience in the finance industry.
Steven Jennings (CRD# 2472408) is an Investment Advisor Representative working at Evergreen Ria, LLC in Rutland, VT and has over 29 years of experience in the finance industry.
Megan Mandigo (CRD# 7586904) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry.
Eileen McCaffrey (CRD# 7492044) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry. Eileen McCaffrey 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.
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.
Justin Pill (CRD# 7823505) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has 1 year of experience in the finance industry.
Eryn Ryan (CRD# 5760575) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Fair Haven, VT and has over 4 years of experience in the finance industry.