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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
Laongdao Suppasettawat (CRD# 5359814) is an Investment Advisor Representative working at Tak Advisory LLC in Juno Beach, FL and has over 16 years of experience in the finance industry. Laongdao Suppasettawat 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.
Robroy Wiley (CRD# 5111172) is an Investment Advisor Representative working at Smartplan Investing in Juno Beach, FL and has over 11 years of experience in the finance industry.
Roy Wiley (CRD# 1052166) is an Investment Advisor Representative working at Smartplan Investing in Juno Beach, FL and has over 41 years of experience in the finance industry.
Tyler Wright (CRD# 6823189) is an Investment Advisor Representative working at Stillwater Wealth Management Group LLC in Juno Beach, FL and has over 6 years of experience in the finance industry.
Russell Carpentieri (CRD# 2335434) is an Investment Advisor Representative working at Park Avenue Securities LLC in Juno Beach, FL and has over 30 years of experience in the finance industry.
Joseph McGivney (CRD# 1218586) is an Investment Advisor Representative working at Edward Jones in Juno Beach, FL and has over 30 years of experience in the finance industry.
Robert Burns is an Executive Director, Wealth Partner, and Portfolio Manager1 with J.P. Morgan. As a principal of the Burns Nevins Wealth Management Group, he works directly with affluent investors to help them address the complexities of significant wealth.
With over 30 years of experience, Bob strives to be at the forefront of the financial services industry. During the course of his career, Bob has been a financial advisor at several leading firms. He also served as a branch manager, ran a private brokerage operation and was district leader for a New York Stock Exchange member firm. Bob joined...
James Abarquez (CRD# 5575170) is an Investment Advisor Representative working at Edward Jones in Stuart, FL and has over 15 years of experience in the finance industry.
Ali Abbas (CRD# 5870573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 12 years of experience in the finance industry.
David Abitz (CRD# 2650834) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.