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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 Newman (CRD# 1554224) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 37 years of experience in the finance industry.
Kyle Nicholls (CRD# 6476141) is an Investment Advisor Representative working at Commonwealth Financial Network in South Burlington, VT and has over 8 years of experience in the finance industry.
Karen Nys (CRD# 6315714) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Essex Junction, VT and has over 10 years of experience in the finance industry.
Timothy W. O'brien (CRD# 1200391) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 40 years of experience in the finance industry.
John Olson (CRD# 4787719) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Williston, VT and has over 19 years of experience in the finance industry.
Shawn Oxford (CRD# 5117525) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bristol, VT and has over 17 years of experience in the finance industry.
Melinda Pakulski (CRD# 4140152) is an Investment Advisor Representative working at Commonwealth Financial Network in South Burlington, VT and has over 23 years of experience in the finance industry.
Denise Palmer (CRD# 2812510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barre, VT and has over 27 years of experience in the finance industry.
William Patno (CRD# 2651502) is an Investment Advisor Representative working at Lpl Financial LLC in Barre, VT and has over 22 years of experience in the finance industry. William Patno 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.
Josh Patrick (CRD# 2701070) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 28 years of experience in the finance industry. Josh Patrick 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.