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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
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.
Gregory Albiani (CRD# 6839733) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boca Raton, FL and has over 4 years of experience in the finance industry.
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.
Adam Kristol (CRD# 7050694) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Boca Raton, FL and has over 2 years of experience in the finance industry.
Alissa Maizes (CRD# 7334230) is an Investment Advisor Representative working at Amplify My Wealth in Boca Raton, FL and has over 3 years of experience in the finance industry.
Mohammed Manafulhuda (CRD# 7519797) is an Investment Advisor Representative working at Huda Capital, LLC in Boca Raton, FL and has over 2 years of experience in the finance industry.
Thomas Vinson (CRD# 6813873) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boca Raton, FL and has over 3 years of experience in the finance industry.