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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
Ryan Schultz (CRD# 5634301) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Deerfield Beach, FL and has over 12 years of experience in the finance industry.
Blair Shein (CRD# 4646254) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Deerfield Beach, FL and has over 23 years of experience in the finance industry. Blair Shein 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.
Jay Shein (CRD# 1741677) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Deerfield Beach, FL and has over 33 years of experience in the finance industry. Jay Shein 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.
Addison Sherman (CRD# 1261217) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Deerfield Beach, FL and has over 39 years of experience in the finance industry.
Patrick Sreenan (CRD# 3101907) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Deerfield Beach, FL and has over 25 years of experience in the finance industry.
Christina Towery (CRD# 2711985) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Deerfield Beach, FL and has over 27 years of experience in the finance industry. Christina Towery 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.
Gustavo Ventura (CRD# 7028571) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Deerfield Beach, FL and has over 5 years of experience in the finance industry.
Jonathan Antunes (CRD# 7005867) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Deerfield Beach, FL and has over 4 years of experience in the finance industry.
Stacey Beverley (CRD# 4678448) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Deerfield Beach, FL and has over 4 years of experience in the finance industry.
Silvia Espinosa (CRD# 7560169) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Deerfield Beach, FL and has 1 year of experience in the finance industry.