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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
Sebastian Banchs (CRD# 4494243) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coconut Grove, FL and has over 12 years of experience in the finance industry.
Scott Benesch (CRD# 2167243) is an Investment Advisor Representative working at Wells Fargo Advisors in Coconut Grove, FL and has over 32 years of experience in the finance industry.
Eduardo Escobar (CRD# 5665049) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coconut Grove, FL and has over 13 years of experience in the finance industry. Eduardo Escobar 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.
Louis Feldman (CRD# 5626909) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Coconut Grove, FL and has over 16 years of experience in the finance industry. Louis Feldman 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.
Jose Fernandez (CRD# 2903983) is an Investment Advisor Representative working at Fendz Asset Management, Inc. in Coconut Grove, FL and has over 26 years of experience in the finance industry.
Brett Fingerhut (CRD# 5129055) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Coconut Grove, FL and has over 17 years of experience in the finance industry. Brett Fingerhut 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 Gordon (CRD# 4346012) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Coconut Grove, FL and has over 22 years of experience in the finance industry. Robert Gordon 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.
Ashley O'kurley (CRD# 5000187) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coconut Grove, FL and has over 18 years of experience in the finance industry. Ashley O'kurley 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 Pitlosh (CRD# 3261437) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Coconut Grove, FL and has over 24 years of experience in the finance industry. John Pitlosh 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.
Erik Sherman (CRD# 4544582) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coconut Grove, FL and has over 21 years of experience in the finance industry.