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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
Aaron Stevens (CRD# 5304127) is an Investment Advisor Representative working at Lpl Financial LLC in Boynton Beach, FL and has over 17 years of experience in the finance industry.
Michael Sullum (CRD# 4320124) is an Investment Advisor Representative working at Commonwealth Financial Network in Boynton Beach, FL and has over 16 years of experience in the finance industry.
Jeffrey Sultan (CRD# 835415) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Boynton Beach, FL and has over 40 years of experience in the finance industry.
Mark Tarshis (CRD# 3258892) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boynton Beach, FL and has over 24 years of experience in the finance industry.
William Urquhart (CRD# 2231391) is an Investment Advisor Representative working at Longhorn Investments, Inc. in Boynton Beach, FL and has over 22 years of experience in the finance industry.
Margaret Vrane (CRD# 1969069) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boynton Beach, FL and has over 33 years of experience in the finance industry.
Damar Wellington (CRD# 5818566) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boynton Beach, FL and has over 12 years of experience in the finance industry.
Matthew Welsh (CRD# 5932439) is an Investment Advisor Representative working at Materetsky Financial Group in Boynton Beach, FL and has over 11 years of experience in the finance industry. Matthew Welsh 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.
Maximilian Westerman (CRD# 6378749) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boynton Beach, FL and has over 5 years of experience in the finance industry.
Edward Wildman (CRD# 5299262) is an Investment Advisor Representative working at Edward R. Wildman, Cpa, LLC in Boynton Beach, FL and has over 17 years of experience in the finance industry.