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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
Summer Matthews (CRD# 5951774) is an Investment Advisor Representative working at Pnc Investments in Loxahatchee, FL and has over 6 years of experience in the finance industry.
Michael Graham (CRD# 1916832) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Loxahatchee, FL and has over 17 years of experience in the finance industry.
Joshua Davis (CRD# 5548317) is an Investment Advisor Representative working at Davis Private Wealth, LLC in Wellington, FL and has 8 years of experience in the finance industry. Joshua Davis 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Christina Worley (CRD# 2417412) is the Founder and Managing Member, as well as Investment Advisor Representative at Castle Wealth Management in West Palm Beach, FL and has over 30 years of experience in the finance industry. Christina Worley has taken additional exams to become a Certified Financial Planner (CFP®), a Certified Public Accountant, (CPA) a Personal Financial Specialist (PFS) and in 2015 received her Chartered FInanical Ananlyst Designiation (CFA).
Jay Marmer (CRD# 1154531) is an Investment Advisor Representative working at Financial Security Services, LLC in West Palm Beach, FL and has over 33 years of experience in the finance industry.
Alexander Cooke (CRD# 4325623) is the Founder and Managing Director of Optimist Capital LLC
Victoria Ricker (CRD# 1720311) is an Investment Advisor Representative working at Morgan Stanley in West Palm Beach, FL and has over 30 years of experience in the finance industry.
Angela Tejeda (CRD# 4212910) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 17 years of experience in the finance industry.