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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
Daniel Dawson (CRD# 2893462) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cocoa, FL and has over 26 years of experience in the finance industry.
Amy Krupp (CRD# 7667540) is an Investment Advisor Representative working at Edward Jones in Cocoa, FL and has 1 year of experience in the finance industry.
Ashley Minotti (CRD# 7182421) is an Investment Advisor Representative working at Jackson Private Wealth Management, Inc. in Cocoa, FL and has over 4 years of experience in the finance industry.
Bryce Mohelnitzky (CRD# 7318312) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cocoa, FL and has 1 year of experience in the finance industry.
Jordan O'daniel (CRD# 7788556) is an Investment Advisor Representative working at Edward Jones in Cocoa, FL and has 1 year of experience in the finance industry.
Brenda Abramski (CRD# 5384856) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 16 years of experience in the finance industry.
David Allen (CRD# 1210763) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 32 years of experience in the finance industry. David Allen 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.
Mitchell Allen (CRD# 6847163) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 6 years of experience in the finance industry.
Philip Amick (CRD# 2691746) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melbourne, FL and has over 28 years of experience in the finance industry.
Jay Anderson (CRD# 2821820) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 26 years of experience in the finance industry.