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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
Nicholas Agostino (CRD# 5166683) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Davie, FL and has over 15 years of experience in the finance industry. Nicholas Agostino 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.
Lisa Anderson (CRD# 2648655) is an Investment Advisor Representative working at Primerica Advisors in Davie, FL and has over 28 years of experience in the finance industry.
Robert Crabtree (CRD# 5093104) is an Investment Advisor Representative working at Lpl Financial LLC in Davie, FL and has over 17 years of experience in the finance industry.
John Cullen (CRD# 4012906) is an Investment Advisor Representative working at Principal Securities, Inc. in Davie, FL and has over 18 years of experience in the finance industry.
Anthony Dominguez (CRD# 6082499) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Davie, FL and has over 5 years of experience in the finance industry.
Pedro Escobar (CRD# 2785268) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davie, FL and has over 27 years of experience in the finance industry.
Adam Fenster (CRD# 4792451) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Davie, FL and has over 17 years of experience in the finance industry.
Isaac Franco (CRD# 1477732) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Davie, FL and has over 30 years of experience in the finance industry. Isaac Franco 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 Held (CRD# 2469157) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Davie, FL and has over 6 years of experience in the finance industry.
David Knierim (CRD# 2821017) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Davie, FL and has over 17 years of experience in the finance industry. David Knierim 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.