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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
Michael Stubbs (CRD# 5150072) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lake Worth, FL and has over 16 years of experience in the finance industry.
Barbara Wooden (CRD# 4921913) is an Investment Advisor Representative working at Primerica Advisors in Lake Worth, FL and has over 18 years of experience in the finance industry.
Melika Assadi (CRD# 7693007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Worth, FL and has 1 year of experience in the finance industry.
Tara Froyen (CRD# 5581228) is an Investment Advisor Representative working at Madison Advisory Services, Inc. in Lake Worth, FL and has over 3 years of experience in the finance industry.
Derek Hubbard (CRD# 7256931) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Worth, FL and has over 3 years of experience in the finance industry.
Juan Lopez (CRD# 7203425) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Worth, FL and has over 3 years of experience in the finance industry.
Blanca Mackrey (CRD# 5759770) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lake Worth, FL and has 1 year of experience in the finance industry.
Frankie Portugal (CRD# 2522168) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lake Worth, FL and has over 22 years of experience in the finance industry.
Christina Schrant (CRD# 7069859) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lake Worth, FL and has over 4 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...