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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
Tina Truax Mccuin (CRD# 6127352) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Burlington, VT and has over 9 years of experience in the finance industry.
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.
Travis Unger (CRD# 7022145) is an Investment Advisor Representative working at M. Kraus & Company in Shelburne, VT and has over 5 years of experience in the finance industry.
Paul Valente (CRD# 5102812) is an Investment Advisor Representative working at Lpl Financial LLC in Hinesburg, VT and has over 15 years of experience in the finance industry.
Penny Vinson (CRD# 5081138) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 9 years of experience in the finance industry.
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.
Dennis Voigt (CRD# 5813766) is an Investment Advisor Representative working at Bascomb Madison & James Capital Management in Essex Junction, VT and has over 18 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 26 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.
Mark Waskow (CRD# 1518572) is an Investment Advisor Representative working at Lifemark Securities Corp. in Barre, VT and has over 37 years of experience in the finance industry.