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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
One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.
Thomas knew immediately that he needed to do something to prevent this tragedy from happening...
Codie Allen (CRD# 5257139) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Palm Beach, FL and has over 15 years of experience in the finance industry.
Daniel Allen (CRD# 2981060) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palm Beach Gardens, FL and has over 25 years of experience in the finance industry.
Laurie Allen (CRD# 5454846) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 16 years of experience in the finance industry. Laurie 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.
Andres Alminana (CRD# 5418990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 16 years of experience in the finance industry.
Samer Alnaham (CRD# 5784302) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Palm Beach Gardens, FL and has over 9 years of experience in the finance industry.
Louis Ambrosio (CRD# 1388011) is an Investment Advisor Representative working at Amore Ambro, LLC in Palm Beach Gardens, FL and has over 32 years of experience in the finance industry.
Russell Amsden (CRD# 4482386) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Palm Beach Gardens, FL and has over 20 years of experience in the finance industry.
Courtney Anderson (CRD# 2167940) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Beach Gardens, FL and has over 32 years of experience in the finance industry.
Mark Anderson (CRD# 5571700) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Palm Beach, FL and has over 15 years of experience in the finance industry.
Russell Anderson (CRD# 1336279) is an Investment Advisor Representative working at Prudential Financial Planning Services in West Palm Beach, FL and has over 24 years of experience in the finance industry. Russell Anderson 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.