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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
Valerie Quartiere (CRD# 1695005) is an Investment Advisor Representative working at Lpl Financial LLC in Boca Raton, FL and has over 21 years of experience in the finance industry.
Jordan Rae (CRD# 6418479) is an Investment Advisor Representative working at Hightower Advisors, LLC in Boca Raton, FL and has over 9 years of experience in the finance industry.
Sean Robnett (CRD# 2296288) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Boca Raton, FL and has over 30 years of experience in the finance industry.
Alonso Rodriguez Segarra (CRD# 6594218) is an Investment Advisor Representative working at Advise Financial in Boca Raton, FL and has over 8 years of experience in the finance industry. Alonso Rodriguez Segarra 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.
Carlos Romero (CRD# 2468255) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Boca Raton, FL and has over 27 years of experience in the finance industry.
David Rossler (CRD# 2962399) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 26 years of experience in the finance industry.
Lior Rusinek (CRD# 1477975) is an Investment Advisor Representative working at 147th Group LLC in Boca Raton, FL and has over 38 years of experience in the finance industry.
Howard Schwartz (CRD# 828039) is an Investment Advisor Representative working at Financial One, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry.
Bryan Shevak (CRD# 1038351) is an Investment Advisor Representative working at Lpl Financial LLC in Boca Raton, FL and has over 37 years of experience in the finance industry. Bryan Shevak 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.
Ayub Sicard (CRD# 4837586) is an Investment Advisor Representative working at Lpl Financial LLC in Boca Raton, FL and has over 19 years of experience in the finance industry.