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Distance Only South Burlington, VT
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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
Trudy Stanley (CRD# 5166412) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 16 years of experience in the finance industry.
Todd Toensing (CRD# 1991943) is an Investment Advisor Representative working at Emg in South Burlington, VT and has over 34 years of experience in the finance industry. Todd Toensing 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.
Donald Tynion (CRD# 1637532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 32 years of experience in the finance industry.
Christina Ubl (CRD# 4488732) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 20 years of experience in the finance industry. Christina Ubl 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 Vitagliano (CRD# 2951676) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 26 years of experience in the finance industry.
William Walsh (CRD# 3049060) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has over 25 years of experience in the finance industry. William Walsh 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.
Mary Williams (CRD# 6580834) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 17 years of experience in the finance industry. Mary Williams 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.
Beth Wilson (CRD# 5847933) is an Investment Advisor Representative working at Poulos Advisors, Inc. in South Burlington, VT and has over 13 years of experience in the finance industry.
Douglas Wood (CRD# 1291418) is an Investment Advisor Representative working at Sandalwood Investment Group in South Burlington, VT and has over 20 years of experience in the finance industry.
Ethan Baldwin (CRD# 7465491) is an Investment Advisor Representative working at Emg in South Burlington, VT and has 1 year of experience in the finance industry.