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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
Deborah Moen (CRD# 4911053) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 18 years of experience in the finance industry.
Jennifer Mongelluzzo (CRD# 6001463) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Spring Hill, FL and has over 10 years of experience in the finance industry.
Elizabeth Moore (CRD# 5868799) is an Investment Advisor Representative working at Edward Jones in Ocala, FL and has over 12 years of experience in the finance industry.
Candy Murphy (CRD# 4956423) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Crystal River, FL and has over 18 years of experience in the finance industry.
Christopher Nast (CRD# 2183838) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lecanto, FL and has over 23 years of experience in the finance industry.
Mark O'connell (CRD# 1701436) is an Investment Advisor Representative working at Crown Capital Securities, LP in Crystal River, FL and has over 36 years of experience in the finance industry.
Phillip O'dell (CRD# 2275130) is an Investment Advisor Representative working at Edward Jones in Crystal River, FL and has over 31 years of experience in the finance industry.
James Palmiotto (CRD# 6712587) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Spring Hill, FL and has over 5 years of experience in the finance industry.
Javier Pascual Imbert (CRD# 2789824) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Spring Hill, FL and has over 10 years of experience in the finance industry.