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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
Mark Dunn (CRD# 5917615) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 11 years of experience in the finance industry.
Michael Elders (CRD# 2449356) is an Investment Advisor Representative working at Mml Investors Services, LLC in Daytona Beach, FL and has over 18 years of experience in the finance industry.
Susan Finley (CRD# 3258810) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 24 years of experience in the finance industry.
James Furlong (CRD# 1921131) is an Investment Advisor Representative working at Edelman Financial Engines in Daytona Beach, FL and has over 34 years of experience in the finance industry.
Michael Furman (CRD# 1928089) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Daytona Beach, FL and has over 34 years of experience in the finance industry. Michael Furman 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.
Matthew Gillikin (CRD# 5864210) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 13 years of experience in the finance industry.
David Graffagnino (CRD# 837677) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 41 years of experience in the finance industry.
Milla Gudukas (CRD# 6136129) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Daytona Beach, FL and has over 7 years of experience in the finance industry.
Lucas Haber (CRD# 4264938) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 23 years of experience in the finance industry.
David Harris (CRD# 2944999) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 21 years of experience in the finance industry.