-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Theodore Riehle (CRD# 1053690) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 41 years of experience in the finance industry.
Jeffrey Steele (CRD# 2111373) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 33 years of experience in the finance industry.
Breanna Sykes (CRD# 6682801) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 6 years of experience in the finance industry. Breanna Sykes 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.
Marcia Wilson (CRD# 7024200) is an Investment Advisor Representative working at Edward Jones in Williston, VT and has over 5 years of experience in the finance industry.
Kristopher Daudelin (CRD# 7181420) is an Investment Advisor Representative working at Cuso Financial Services in Williston, VT and has over 4 years of experience in the finance industry.
Michael Junga (CRD# 4154954) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Williston, VT and has over 23 years of experience in the finance industry.
Amanda Justice (CRD# 6992998) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williston, VT and has over 4 years of experience in the finance industry.
Alexander Lajeunesse (CRD# 6175956) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williston, VT and has over 2 years of experience in the finance industry.
Kylie Richards (CRD# 6987388) is an Investment Advisor Representative working at Lpl Financial LLC in Williston, VT and has over 5 years of experience in the finance industry. Kylie Richards 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.
Jacquelyn Winkler (CRD# 7373551) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 2 years of experience in the finance industry.