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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
John Crocker (CRD# 6560576) is an Investment Advisor Representative working at Crocker Capital, LLC in Cooper City, FL and has over 8 years of experience in the finance industry.
Omar Fathallah (CRD# 5473126) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cooper City, FL and has over 15 years of experience in the finance industry.
Christopher Malkin (CRD# 5763241) is an Investment Advisor Representative working at Edward Jones in Cooper City, FL and has over 13 years of experience in the finance industry.
Abraham Cabrera (CRD# 6940698) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cooper City, FL and has 1 year of experience in the finance industry.
Jill Massaro (CRD# 3134641) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Cooper City, FL and has over 16 years of experience in the finance industry.
Cliff Ricketts (CRD# 7302256) is an Investment Advisor Representative working at Everest Financial Advisors, LLC in Cooper City, FL and has over 4 years of experience in the finance industry.
Bruce Roberts (CRD# 1540198) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Cooper City, FL and has over 37 years of experience in the finance industry. Bruce Roberts 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.
Norman Tracey (CRD# 6357549) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cooper City, FL and has 1 year of experience in the finance industry.
Garrick Trosper (CRD# 6652205) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cooper City, FL and has over 6 years of experience in the finance industry.
Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor located within the Miami Coral Gables area. It is our ultimate goal to provide individuals, families and business owners with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. Our firm focuses on Financial Planning and Asset Management for individuals and small business owners. We believe that individuals are best served when their investments are systematically aligned with their financial goals and objectives.
For more than 20 years, Mario Yngerto has followed...