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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
Charles Arroyo (CRD# 6837025) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 6 years of experience in the finance industry.
Rachel Artiste (CRD# 4733197) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 14 years of experience in the finance industry.
As a planner, Michelle believes in a holistic approach to helping clients plan and live their dreams. She feels that the better she can help a client to mesh their life dreams with their finances, the more successful, and fulfilling, their retirement journey will be. Critical to a client's success is the integration of planning to address some of retirees' greatest worries: how to plan for health care and its expenses, long term care issues, events that may occur in retirement. This approach is what she brings to The Retirement Continuum™ courses to help attendees maximize retirement success.
In...
James Atnip (CRD# 1679043) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Jacksonville, FL and has over 10 years of experience in the finance industry.
David Avila-Angarita (CRD# 6352145) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Jacksonville, FL and has over 7 years of experience in the finance industry.
Thomas Azpiazu (CRD# 5134777) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 16 years of experience in the finance industry.
Juan Babich (CRD# 5922178) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 6 years of experience in the finance industry.
Christopher Bach (CRD# 6880974) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 6 years of experience in the finance industry.
Lisa Badder (CRD# 4175656) is an Investment Advisor Representative working at Equitable Advisors, LLC in Jacksonville, FL and has over 10 years of experience in the finance industry.
Christopher Bady (CRD# 6481629) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 8 years of experience in the finance industry.