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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
Marlo Demoss (CRD# 4320298) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Melbourne Beach, FL and has over 20 years of experience in the finance industry. Marlo Demoss 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 Devries (CRD# 2856706) is an Investment Advisor Representative working at Savant Wealth Management in Satellite Beach, FL and has over 26 years of experience in the finance industry.
Andrew Dier (CRD# 5957785) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Melbourne, FL and has over 9 years of experience in the finance industry.
Rose Dilecce (CRD# 2707751) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Rockledge, FL and has over 22 years of experience in the finance industry.
Edward Donner (CRD# 3143854) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockledge, FL and has over 25 years of experience in the finance industry. Edward Donner 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.
Matthew Dopira (CRD# 6538139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 8 years of experience in the finance industry.
Robert Dow (CRD# 2758461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 27 years of experience in the finance industry.
James Ducharme (CRD# 2398250) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Melbourne, FL and has over 30 years of experience in the finance industry. James Ducharme 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.
Steven Esala (CRD# 1583703) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Satellite Beach, FL and has over 37 years of experience in the finance industry.
Roxanna Everett (CRD# 3041911) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Viera, FL and has over 22 years of experience in the finance industry.