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Distance Only Hollywood, FL
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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
Robert O'toole (CRD# 2965745) is an Investment Advisor Representative working at Personal Wealth Planning, LLC in Hollywood, FL and has over 22 years of experience in the finance industry. Robert O'toole 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.
Jarrett Osborn (CRD# 2538663) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hollywood, FL and has over 29 years of experience in the finance industry.
Virginia Pascual (CRD# 3003820) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hollywood, FL and has over 26 years of experience in the finance industry.
Margareth Patino (CRD# 2170323) is an Investment Advisor Representative working at Lpl Financial LLC in Hollywood, FL and has over 29 years of experience in the finance industry.
Daniel Peguero (CRD# 5910676) is an Investment Advisor Representative working at Pnc Investments in Hollywood, FL and has over 9 years of experience in the finance industry.
Manuel Rey (CRD# 1127098) is an Investment Advisor Representative working at Wells Fargo Advisors in Hollywood, FL and has over 40 years of experience in the finance industry.
Jason Ross (CRD# 2593235) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hollywood, FL and has over 15 years of experience in the finance industry.
Andrew Russo (CRD# 5806389) is an Investment Advisor Representative working at Pushkin Advisory Group, LLC in Hollywood, FL and has over 12 years of experience in the finance industry.
Amaury Sanchez-Cifuentes (CRD# 3240110) is an Investment Advisor Representative working at Azzendo Wealth Advisors in Hollywood, FL and has 1 year of experience in the finance industry. Amaury Sanchez-Cifuentes 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.
Jeremy Schinder (CRD# 5515898) is an Investment Advisor Representative working at Lpl Financial LLC in Hollywood, FL and has over 16 years of experience in the finance industry.