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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
James Perry (CRD# 4962236) is an Investment Advisor Representative working at Edward Jones in Clermont, FL and has over 18 years of experience in the finance industry.
Donald Purcell (CRD# 2641990) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 28 years of experience in the finance industry.
Jeffrey Rogers (CRD# 2332472) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 29 years of experience in the finance industry.
Brittany Rose (CRD# 6436392) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clermont, FL and has over 6 years of experience in the finance industry.
Helen Ross (CRD# 2447259) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clermont, FL and has over 21 years of experience in the finance industry.
Terry Schueler (CRD# 6066099) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Clermont, FL and has over 8 years of experience in the finance industry.
Brandon Singer (CRD# 5587899) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clermont, FL and has over 15 years of experience in the finance industry. Brandon Singer 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.
Michael Sloan (CRD# 1430910) is an Investment Advisor Representative working at Portfolio Medics, LLC in Clermont, FL and has over 30 years of experience in the finance industry.
Robert Young (CRD# 5620218) is an Investment Advisor Representative working at Edward Jones in Clermont, FL and has over 15 years of experience in the finance industry. Robert Young 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.
John Copeland (CRD# 7674709) is an Investment Advisor Representative working at Jb Meridian Advisors, LLC in Clermont, FL and has 1 year of experience in the finance industry.