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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
Bradley Lipkowitz (CRD# 4964295) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aventura, FL and has over 18 years of experience in the finance industry.
John Longman (CRD# 2462539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aventura, FL and has over 28 years of experience in the finance industry.
Carlos Lowell (CRD# 4009670) is an Investment Advisor Representative working at Morgan Stanley in Aventura, FL and has over 24 years of experience in the finance industry. Carlos Lowell 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.
Marc Lundgren (CRD# 4277457) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aventura, FL and has over 18 years of experience in the finance industry.
David A. Lurch (CRD# 4375788) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aventura, FL and has over 16 years of experience in the finance industry.
Michael Marciano (CRD# 6293384) is an Investment Advisor Representative working at Evolution Wealth Advisors, LLC in Aventura, FL and has over 9 years of experience in the finance industry.
William Matykiewicz (CRD# 2926539) 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.
Paula McDonell (CRD# 2219586) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aventura, FL and has over 19 years of experience in the finance industry.
Pilar Molinares (CRD# 5766414) is an Investment Advisor Representative working at Morgan Stanley in Aventura, FL and has over 6 years of experience in the finance industry.
Alfonso Montoya (CRD# 3131416) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Aventura, FL and has over 24 years of experience in the finance industry.