-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Maxine Weiner (CRD# 831025) is an Investment Advisor Representative working at Maxine Weiner, Cfp(r) in Boca Raton, FL and has over 30 years of experience in the finance industry. Maxine Weiner 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.
Charles Weldon (CRD# 1030659) is an Investment Advisor Representative working at Independent Financial Group, LLC in Boca Raton, FL and has over 40 years of experience in the finance industry.
Peter Westerfield (CRD# 2160467) is an Investment Advisor Representative working at Westerfield Investment Management in Boca Raton, FL and has over 32 years of experience in the finance industry.
Ilya Yeverovich (CRD# 5289509) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boca Raton, FL and has over 15 years of experience in the finance industry.
Thomas Yi (CRD# 5672132) is an Investment Advisor Representative working at Iht Wealth Management LLC in Boca Raton, FL and has over 5 years of experience in the finance industry.
Steven Cohen (CRD# 7676340) is an Investment Advisor Representative working at Pegs Ria in Boca Raton, FL and has 1 year of experience in the finance industry. Steven Cohen 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.
Jeffrey Fishman (CRD# 1021795) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Boca Raton, FL and has over 42 years of experience in the finance industry.
Jay Freeberg (CRD# 1812003) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Boca Raton, FL and has over 36 years of experience in the finance industry. Jay Freeberg 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.
Vincent Gioeni (CRD# 1639378) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boca Raton, FL and has over 35 years of experience in the finance industry.
John Gunther (CRD# 7214278) is an Investment Advisor Representative working at Measured Strategies LLC in Boca Raton, FL and has over 4 years of experience in the finance industry.