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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
Shantel Britton (CRD# 6435796) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.
Beverly Brodie (CRD# 1915483) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 35 years of experience in the finance industry. Beverly Brodie 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.
Heather Bronson (CRD# 5956345) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Altamonte Springs, FL and has over 12 years of experience in the finance industry.
William Brooks (CRD# 2491366) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Lake Mary, FL and has over 29 years of experience in the finance industry.
Caitlyn Brophy (CRD# 7006237) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.
Kevin Brown (CRD# 6311208) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.
Mary Brown-Thibodeau (CRD# 5575179) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Deland, FL and has over 15 years of experience in the finance industry.
Daniel Brownsberger (CRD# 1890737) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 26 years of experience in the finance industry.
Michael Brozzo (CRD# 4132548) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 16 years of experience in the finance industry. Michael Brozzo 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.
David Bucina (CRD# 2892137) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 26 years of experience in the finance industry.