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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
Charles Randall (CRD# 2810219) is an Investment Advisor Representative working at Spc in Fruitland Park, FL and has over 21 years of experience in the finance industry. Charles Randall 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.
Daniel Zebrowski (CRD# 2566228) is an Investment Advisor Representative working at Spc in Fruitland Park, FL and has over 24 years of experience in the finance industry.
Jeffrey Ackler (CRD# 2227187) is an Investment Advisor Representative working at Merit Financial Advisors in Mount Dora, FL and has over 31 years of experience in the finance industry. Jeffrey Ackler 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.
Denise Adams-Mccauley (CRD# 2882852) is an Investment Advisor Representative working at Pnc Investments in Ocala, FL and has over 26 years of experience in the finance industry.
Sean Allen (CRD# 5583168) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Apopka, FL and has over 11 years of experience in the finance industry. Sean Allen 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.
Fausto Andrade (CRD# 5563678) is an Investment Advisor Representative working at Missionsquare Retirement in Winter Garden, FL and has over 15 years of experience in the finance industry.
Patrick Ashe (CRD# 6436659) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ocala, FL and has over 8 years of experience in the finance industry.
Marlon Awuma (CRD# 5926598) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 12 years of experience in the finance industry. Marlon Awuma 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.
Thomas Baer (CRD# 1663820) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Oakland, FL and has over 36 years of experience in the finance industry.
James Bailey (CRD# 1393256) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in The Villages, FL and has over 18 years of experience in the finance industry.