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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
William Anders (CRD# 1502791) is an Investment Advisor Representative working at Eagle Strategies LLC in Palm Coast, FL and has over 36 years of experience in the finance industry.
Jessica Aull (CRD# 6192512) is an Investment Advisor Representative working at Edward Jones in Saint Augustine, FL and has over 10 years of experience in the finance industry.
Melva Austin (CRD# 4646075) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Daytona Beach, FL and has over 20 years of experience in the finance industry.
Shannon Barnwell (CRD# 3108019) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 24 years of experience in the finance industry.
Cecil Bateman (CRD# 5500619) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Saint Augustine, FL and has over 15 years of experience in the finance industry.
Randall Beardsley (CRD# 2428232) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 25 years of experience in the finance industry.
Wayne Berna (CRD# 2788280) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ormond Beach, FL and has over 27 years of experience in the finance industry.
John Birney (CRD# 1321204) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Flagler Beach, FL and has over 26 years of experience in the finance industry.
Andrea Bishop (CRD# 5384853) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 14 years of experience in the finance industry.
Tara Bobelak (CRD# 4862721) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 13 years of experience in the finance industry. Tara Bobelak 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.