-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Shannon Barrionuevo (CRD# 4274602) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Placid, FL and has over 18 years of experience in the finance industry.
James Bauer (CRD# 4034456) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lake Placid, FL and has over 18 years of experience in the finance industry.
Cheryl Brown (CRD# 5983951) is an Investment Advisor Representative working at Edward Jones in Lake Placid, FL and has over 12 years of experience in the finance industry.
James Colley (CRD# 3125013) is an Investment Advisor Representative working at James A. Colley, Inc. in Lake Placid, FL and has 1 year of experience in the finance industry. James Colley 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.
James Dinapoli (CRD# 1712651) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lake Placid, FL and has over 36 years of experience in the finance industry.
Heather Harshman (CRD# 7025924) is an Investment Advisor Representative working at Edward Jones in Lake Placid, FL and has over 5 years of experience in the finance industry.
Jessica Hart-Howard (CRD# 6204287) is an Investment Advisor Representative working at Edward Jones in Lake Placid, FL and has over 10 years of experience in the finance industry.
Cody Higgins (CRD# 6805604) is an Investment Advisor Representative working at Edward Jones in Lake Placid, FL and has over 6 years of experience in the finance industry.
Paul McGehee (CRD# 1525620) is an Investment Advisor Representative working at Edward Jones in Lake Placid, FL and has over 4 years of experience in the finance industry.
Joan Aguilar (CRD# 5181019) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sebring, FL and has over 16 years of experience in the finance industry.