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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
Jane Marchand (CRD# 2275496) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Keystone Heights, FL and has over 31 years of experience in the finance industry.
Ryan O'neal (CRD# 5738512) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Keystone Heights, FL and has over 12 years of experience in the finance industry.
James Onkst (CRD# 4546382) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alachua, FL and has over 21 years of experience in the finance industry.
Regina Onkst (CRD# 1128989) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alachua, FL and has over 40 years of experience in the finance industry. Regina Onkst 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.
Amanda Payne (CRD# 4310946) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alachua, FL and has over 14 years of experience in the finance industry.
Donald Silberman (CRD# 1879867) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Williston, FL and has over 21 years of experience in the finance industry.
Gregory Smith (CRD# 5609753) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newberry, FL and has over 15 years of experience in the finance industry. Gregory Smith 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.
Sheila Smith (CRD# 5211962) is an Investment Advisor Representative working at Edward Jones in Newberry, FL and has over 16 years of experience in the finance industry.
Matthew Surrency (CRD# 7076801) is an Investment Advisor Representative working at Edward Jones in Alachua, FL and has over 5 years of experience in the finance industry.
Ashlyn Burtle (CRD# 7774772) is an Investment Advisor Representative working at Edward Jones in Newberry, FL and has 1 year of experience in the finance industry.