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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
Christine Wessinger (CRD# 4170486) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 23 years of experience in the finance industry. Christine Wessinger 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.
Steven Wiltshire (CRD# 2591113) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Springs, FL and has over 29 years of experience in the finance industry.
Paul Zoch (CRD# 4426797) is an Investment Advisor Representative working at Prosperitus Wealth Advisors in Coral Springs, FL and has over 22 years of experience in the finance industry. Paul Zoch 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.
Juan Chong (CRD# 6319010) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coral Springs, FL and has 1 year of experience in the finance industry.
Alex Fouquet (CRD# 4626543) is an Investment Advisor Representative working at Prosperitus Wealth Advisors in Coral Springs, FL and has over 20 years of experience in the finance industry.
Andrew Moreno (CRD# 5911325) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Springs, FL and has over 11 years of experience in the finance industry.
Claudia Mullin (CRD# 5612994) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coral Springs, FL and has over 2 years of experience in the finance industry.
Albert Perry (CRD# 7113762) is an Investment Advisor Representative working at Edward Jones in Clewiston, FL and has over 4 years of experience in the finance industry.
Christian Urbina (CRD# 5104700) is President and Chief Investment Officer of Prosperitus Wealth Advisors, LLC a Comprehensive Wealth Management and Financial Planning Firm. working in Coral Springs, FL and has over 14 years of experience in the financial services industry. Christian Urbina holds the prestigious CERTIFIED FINANCIAL PLANNER designation and is a graduate of Florida State University with degrees in Finance and in Applied Economics with Specialized Studies in Advanced Economic Analysis.