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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
Anton Lohn (CRD# 6665809) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clermont, FL and has over 7 years of experience in the finance industry.
Lesli Luther (CRD# 6851786) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 6 years of experience in the finance industry.
Robert Luther (CRD# 4572361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 21 years of experience in the finance industry.
Joseph Marone (CRD# 5025433) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 18 years of experience in the finance industry.
Celestin Martin (CRD# 6372688) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 10 years of experience in the finance industry. Celestin Martin 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.
David Martin (CRD# 1291133) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 27 years of experience in the finance industry. David Martin 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.
Daniela Martinez (CRD# 6455591) is an Investment Advisor Representative working at Edward Jones in Clermont, FL and has over 8 years of experience in the finance industry.
Jeffery Masters (CRD# 1354372) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sumterville, FL and has over 34 years of experience in the finance industry.
George Mathis (CRD# 4271854) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 23 years of experience in the finance industry.
Dawn Maurer (CRD# 2149282) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Beverly Hills, FL and has over 32 years of experience in the finance industry.