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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
Shannon Barnwell (CRD# 3108019) 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.
Cecil Bateman (CRD# 5500619) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Saint Augustine, FL and has over 15 years of experience in the finance industry.
Randall Beardsley (CRD# 2428232) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 25 years of experience in the finance industry.
Wayne Berna (CRD# 2788280) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ormond Beach, FL and has over 27 years of experience in the finance industry.
Andrea Bishop (CRD# 5384853) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 14 years of experience in the finance industry.
Tara Bobelak (CRD# 4862721) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 13 years of experience in the finance industry. Tara Bobelak 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.
Brandy Boone (CRD# 4428238) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ormond Beach, FL and has over 17 years of experience in the finance industry.
Daniel Brownsberger (CRD# 1890737) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 26 years of experience in the finance industry.
James Buckley (CRD# 1625386) is an Investment Advisor Representative working at Buckley Financial Group in Daytona Beach, FL and has over 23 years of experience in the finance industry. James Buckley 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.
Kent Buckley (CRD# 3043324) is an Investment Advisor Representative working at Edward Jones in Daytona Beach, FL and has over 25 years of experience in the finance industry.