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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
Anthony Abbate (CRD# 4549814) is an Investment Advisor Representative working at Granite Value Capital, LLC in Hanover, NH and has 1 year of experience in the finance industry.
Roberto Abele (CRD# 6147027) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 11 years of experience in the finance industry.
Katherine Adams (CRD# 4171657) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 23 years of experience in the finance industry.
Adrian Alquinta (CRD# 5343486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 16 years of experience in the finance industry.
Jessica Anderson (CRD# 1579811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 37 years of experience in the finance industry. Jessica Anderson 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.
Anthony Ash (CRD# 6146813) is an Investment Advisor Representative working at Dattilio & Ash Capital Management, LLC in Lebanon, NH and has 1 year of experience in the finance industry.
David Babic (CRD# 5824377) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 13 years of experience in the finance industry.
Joseph Bartell (CRD# 5657309) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Lebanon, NH and has over 9 years of experience in the finance industry.
Eric Becker (CRD# 2641732) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 28 years of experience in the finance industry.
Scott Beckman (CRD# 4165631) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Lebanon, NH and has over 17 years of experience in the finance industry.