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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
Rodney Gray (CRD# 7566457) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Lake Mary, FL and has over 2 years of experience in the finance industry.
Jaren Holmes (CRD# 6383208) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has 1 year of experience in the finance industry.
Jie Huang (CRD# 7726520) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Mary, FL and has 1 year of experience in the finance industry.
Daniel Hughes (CRD# 7565385) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has 1 year of experience in the finance industry.
Sydney Jamieson (CRD# 6820519) is an Investment Advisor Representative working at Captrust in Lake Mary, FL and has over 3 years of experience in the finance industry.
Bina Kalidas (CRD# 5440557) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Lake Mary, FL and has over 7 years of experience in the finance industry.
William Lee (CRD# 6514666) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.
Michael Lopez (CRD# 7263857) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lake Mary, FL and has over 3 years of experience in the finance industry.
Alexander Marcus (CRD# 7411029) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has 1 year of experience in the finance industry.
Alexander Meleis (CRD# 7626253) is an Investment Advisor Representative working at City National Rochdale in Lake Mary, FL and has 1 year of experience in the finance industry.