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Distance Only Boca Raton, FL
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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
Karen Ashby (CRD# 4548198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 19 years of experience in the finance industry.
Raymond Asmar (CRD# 1015260) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 38 years of experience in the finance industry.
Allen Auger (CRD# 4202386) is an Investment Advisor Representative working at Preservation Financial Management in Boca Raton, FL and has over 23 years of experience in the finance industry. Allen Auger 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.
Daniel Azeredo (CRD# 5646378) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boca Raton, FL and has over 14 years of experience in the finance industry.
Wilton Bacon (CRD# 825217) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Boca Raton, FL and has over 39 years of experience in the finance industry. Wilton Bacon 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.
Russell Bailenson (CRD# 2412178) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Boca Raton, FL and has over 30 years of experience in the finance industry.
Brad Bailey (CRD# 3234308) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 10 years of experience in the finance industry.
David Balestriere (CRD# 4790356) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 19 years of experience in the finance industry. David Balestriere 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.
Meryll Bangsil (CRD# 4596205) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boca Raton, FL and has over 21 years of experience in the finance industry. Meryll Bangsil 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.
Glynis Banhan (CRD# 5447139) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 10 years of experience in the finance industry. Glynis Banhan 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.