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Distance Only Melbourne Beach, FL
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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
James Aulenti (CRD# 1030010) is an Investment Advisor Representative working at Atlantic Wealth Advisory Services, LLC in Melbourne Beach, FL and has over 38 years of experience in the finance industry.
Eric Beerensson (CRD# 3199480) is an Investment Advisor Representative working at Lpl Financial LLC in Melbourne Beach, FL and has over 25 years of experience in the finance industry.
Marlo Demoss (CRD# 4320298) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Melbourne Beach, FL and has over 20 years of experience in the finance industry. Marlo Demoss 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.
Rafael Molina (CRD# 4774304) is an Investment Advisor Representative working at Lpl Financial LLC in Melbourne Beach, FL and has over 18 years of experience in the finance industry. Rafael Molina 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.
J. Michael Mullen (CRD# 1948092) is an Investment Advisor Representative working at Lpl Financial LLC in Melbourne Beach, FL and has over 34 years of experience in the finance industry.
Drew Faloon (CRD# 6909222) is an Investment Advisor Representative working at Intrepid Wealth Partners, LLC in Melbourne Beach, FL and has over 4 years of experience in the finance industry. Drew Faloon 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.
Donna Polizzi Quinones (CRD# 7147999) is an Investment Advisor Representative working at Edward Jones in Melbourne Beach, FL and has over 4 years of experience in the finance industry.