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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 Martz (CRD# 4683745) is an Investment Advisor Representative working at Quaestor Financial, LLC in Brooksville, FL and has 1 year of experience in the finance industry. John Martz 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.
Brittney McAuley (CRD# 7624519) is an Investment Advisor Representative working at Edward Jones in Brooksville, FL and has 1 year of experience in the finance industry.
Wayne Poerio (CRD# 7292100) is an Investment Advisor Representative working at Ga Advisors, LLC in Ocala, FL and has over 3 years of experience in the finance industry.
Amanda Rattleff (CRD# 7588268) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, FL and has 1 year of experience in the finance industry.
Anna Swartz (CRD# 7750651) is an Investment Advisor Representative working at Edward Jones in Spring Hill, FL and has 1 year of experience in the finance industry.
Patricia Tippin (CRD# 7622600) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Beverly Hills, FL and has 1 year of experience in the finance industry.
David Wedderburn (CRD# 7859552) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocala, FL and has 1 year of experience in the finance industry.
Gregory Wheeler (CRD# 7558720) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has 1 year of experience in the finance industry. Gregory Wheeler 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.
Mathew Witherow (CRD# 7825627) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has 1 year of experience in the finance industry.