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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...
James Elam (CRD# 4040694) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Pierce, FL and has over 24 years of experience in the finance industry.
Mark Elliott (CRD# 1029049) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jupiter, FL and has over 41 years of experience in the finance industry. Mark Elliott 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.
Jeffrey Emmeluth (CRD# 4997025) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Stuart, FL and has over 18 years of experience in the finance industry.
Candice Epp (CRD# 2720334) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 27 years of experience in the finance industry.
Laurence Epstein (CRD# 1670067) is an Investment Advisor Representative working at Lpl Financial LLC in Palm City, FL and has over 36 years of experience in the finance industry. Laurence Epstein 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.
Carlos Farelo (CRD# 4827194) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jupiter, FL and has over 19 years of experience in the finance industry. Carlos Farelo 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.
Kenneth Feiertag (CRD# 2297871) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Stuart, FL and has over 31 years of experience in the finance industry.
Paul Feinsinger (CRD# 3133058) is an Investment Advisor Representative working at Avantax Advisory Services in Hobe Sound, FL and has over 24 years of experience in the finance industry.
Gerard Figari (CRD# 1343962) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Stuart, FL and has over 39 years of experience in the finance industry.
Charlene Fogel (CRD# 2622281) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has 1 year of experience in the finance industry.