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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
Luis Miret (CRD# 3162792) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Coral Springs, FL and has over 25 years of experience in the finance industry.
Beverly Provost (CRD# 5740858) is an Investment Advisor Representative working at Fr Financial Advisors LLC in Coral Springs, FL and has over 13 years of experience in the finance industry. Beverly Provost 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.
Frank Pugliese (CRD# 800323) is an Investment Advisor Representative working at Personal Financial Profiles Inc. in Coral Springs, FL and has over 39 years of experience in the finance industry.
Joseph Ricotta (CRD# 2373434) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Coral Springs, FL and has over 30 years of experience in the finance industry. Joseph Ricotta 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.
Miguel Rodriguez (CRD# 3267480) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coral Springs, FL and has over 23 years of experience in the finance industry.
Ruperto Roman Jr (CRD# 5322445) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coral Springs, FL and has over 16 years of experience in the finance industry.
Nathan Rosenberg (CRD# 2705381) is an Investment Advisor Representative working at Lpl Financial LLC in Coral Springs, FL and has over 20 years of experience in the finance industry.
David Russo (CRD# 2805759) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coral Springs, FL and has over 27 years of experience in the finance industry.
Kenneth Saunders (CRD# 1481528) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Coral Springs, FL and has over 38 years of experience in the finance industry.
Katherine Seiter (CRD# 5985417) is an Investment Advisor Representative working at Atyant Capital Management Ltd in Coral Springs, FL and has over 9 years of experience in the finance industry.