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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
Dawn Maurer (CRD# 2149282) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Beverly Hills, FL and has over 32 years of experience in the finance industry.
Michael Tringali (CRD# 4458965) is an Investment Advisor Representative working at Fee-only Financial Advisors, LLC in Beverly Hills, FL and has over 22 years of experience in the finance industry. Michael Tringali 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.
Amanda Rattleff (CRD# 7588268) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, FL and has 1 year of experience in the finance industry.
Patricia Tippin (CRD# 7622600) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Beverly Hills, FL and has 1 year of experience in the finance industry.
Denise Adams-Mccauley (CRD# 2882852) is an Investment Advisor Representative working at Pnc Investments in Ocala, FL and has over 26 years of experience in the finance industry.
Tracy Alm (CRD# 3271499) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 24 years of experience in the finance industry. Tracy Alm 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.
Patrick Ashe (CRD# 6436659) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ocala, FL and has over 8 years of experience in the finance industry.
Marlon Awuma (CRD# 5926598) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 12 years of experience in the finance industry. Marlon Awuma 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.
Amy Barbieri (CRD# 4830560) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 16 years of experience in the finance industry.
Edmund Barry (CRD# 3079952) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 25 years of experience in the finance industry.