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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
Alexander Maxwell (CRD# 6635967) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 7 years of experience in the finance industry.
Cindy Mayfield (CRD# 6320630) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lake Mary, FL and has over 10 years of experience in the finance industry.
Michael McGahan (CRD# 1465645) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 19 years of experience in the finance industry.
Scott McGee (CRD# 4768668) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 20 years of experience in the finance industry.
Michelle Meeks (CRD# 4048513) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lake Mary, FL and has over 22 years of experience in the finance industry. Michelle Meeks 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.
Mendel Melzer (CRD# 1306791) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 38 years of experience in the finance industry.
Matthew Meyer (CRD# 3037038) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 25 years of experience in the finance industry.
Adam Mischel (CRD# 6983236) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Mary, FL and has over 5 years of experience in the finance industry.
Paul Moehle (CRD# 6021700) 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.
Gregory Money (CRD# 2499581) is an Investment Advisor Representative working at Coastal Wealth Advisory Services, LLC in Lake Mary, FL and has over 29 years of experience in the finance industry.