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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
Philip Olstein (CRD# 1303035) is an Investment Advisor Representative working at Principal Securities, Inc. in Ocala, FL and has over 29 years of experience in the finance industry.
Kelly Pabst (CRD# 6222038) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 9 years of experience in the finance industry.
Damian Perry (CRD# 2632609) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 28 years of experience in the finance industry.
Tracy Pick (CRD# 2397298) is an Investment Advisor Representative working at Mml Investors Services, LLC in Ocala, FL and has 1 year of experience in the finance industry.
Robert Pitzer (CRD# 4118026) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Crystal River, FL and has over 24 years of experience in the finance industry.
Cami Plaisted (CRD# 5882076) is an Investment Advisor Representative working at Edward Jones in Hernando, FL and has over 13 years of experience in the finance industry.
Lance Powers (CRD# 5607722) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 15 years of experience in the finance industry.
Kim Pruitt (CRD# 2370497) is an Investment Advisor Representative working at Lpl Financial LLC in Inverness, FL and has over 29 years of experience in the finance industry.
Donald Rausch (CRD# 2843239) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 27 years of experience in the finance industry.