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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
Rebecca Gault (CRD# 848539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aventura, FL and has over 41 years of experience in the finance industry.
Nicholas Giambri (CRD# 4096024) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aventura, FL and has over 24 years of experience in the finance industry.
Brian Gold (CRD# 2336491) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aventura, FL and has over 30 years of experience in the finance industry.
Mark Gold (CRD# 223820) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aventura, FL and has over 39 years of experience in the finance industry.
Leslie Gonzalez (CRD# 2658535) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aventura, FL and has over 20 years of experience in the finance industry.
Jennifer Greenblatt (CRD# 6030910) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aventura, FL and has over 6 years of experience in the finance industry.
Ethan Grossman (CRD# 5868829) is an Investment Advisor Representative working at Morgan Stanley in Aventura, FL and has over 13 years of experience in the finance industry.
Adam Grotell (CRD# 6212672) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Aventura, FL and has over 9 years of experience in the finance industry.
Karleen Halliwell (CRD# 2581701) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aventura, FL and has over 28 years of experience in the finance industry.
Ivan Hernandez (CRD# 2630822) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 28 years of experience in the finance industry. Ivan Hernandez 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.