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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
Jon Livingston (CRD# 2166097) is an Investment Advisor Representative working at Eagle Strategies LLC in Palatka, FL and has over 28 years of experience in the finance industry.
Julian Lopez (CRD# 3172924) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 25 years of experience in the finance industry.
Dirinda Maddy (CRD# 1811335) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 35 years of experience in the finance industry.
Jamie Madorma (CRD# 5022023) is an Investment Advisor Representative working at Lincoln Investment in Palm Coast, FL and has over 18 years of experience in the finance industry.
Robert Mara (CRD# 6622317) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 8 years of experience in the finance industry.
Dina Maru (CRD# 4425660) is an Investment Advisor Representative working at Primerica Advisors in Ormond Beach, FL and has over 15 years of experience in the finance industry.
Erin Masters (CRD# 2813872) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 27 years of experience in the finance industry. Erin Masters 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.
Robert Mastrosimone (CRD# 1056565) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Palm Coast, FL and has over 39 years of experience in the finance industry. Robert Mastrosimone 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.
Elisa Maxwell (CRD# 2626528) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Palm Coast, FL and has over 26 years of experience in the finance industry.
Ken Mazzie (CRD# 1608470) is an Investment Advisor Representative working at Avantax Advisory Services in Palm Coast, FL and has over 23 years of experience in the finance industry.