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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
Lance Wordelmann (CRD# 4060182) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Boynton Beach, FL and has over 23 years of experience in the finance industry.
Wyn Yelin (CRD# 5320408) is an Investment Advisor Representative working at Edward Jones in Boynton Beach, FL and has over 16 years of experience in the finance industry.
Melika Assadi (CRD# 7693007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boynton Beach, FL and has 1 year of experience in the finance industry.
Kenneth Baron (CRD# 4007908) is an Investment Advisor Representative working at Mml Investors Services, LLC in Boynton Beach, FL and has over 24 years of experience in the finance industry. Kenneth Baron 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.
Laura Borselli (CRD# 6260123) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boynton Beach, FL and has over 3 years of experience in the finance industry.
Bradley Deluca (CRD# 6409614) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boynton Beach, FL and has 1 year of experience in the finance industry.
Bonnie Douglas (CRD# 5112371) is an Investment Advisor Representative working at Planmember Securities Corporation in Boynton Beach, FL and has over 17 years of experience in the finance industry.
David Fromer (CRD# 7015513) is an Investment Advisor Representative working at Park Avenue Securities LLC in Boynton Beach, FL and has 1 year of experience in the finance industry.
Youssef Habib Abdelsaid (CRD# 7178780) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boynton Beach, FL and has over 3 years of experience in the finance industry.