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Distance Only Melbourne, FL
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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
Sylvia Linares-Williams (CRD# 3273745) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 23 years of experience in the finance industry. Sylvia Linares-Williams 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.
Jeremy Lindquist (CRD# 3198807) is an Investment Advisor Representative working at Mml Investors Services, LLC in Melbourne, FL and has over 13 years of experience in the finance industry.
Cary Lipman (CRD# 1344106) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 39 years of experience in the finance industry.
Dano Lopresti (CRD# 3065120) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Melbourne, FL and has over 25 years of experience in the finance industry. Dano Lopresti 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.
Philip Macdonald (CRD# 2648980) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Melbourne, FL and has over 28 years of experience in the finance industry.
Jamie Mackenzie (CRD# 2394448) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 30 years of experience in the finance industry.
Phillip Margy (CRD# 2181587) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 32 years of experience in the finance industry.
Christopher Marsico (CRD# 2933237) is an Investment Advisor Representative working at Rossby Financial, LLC in Melbourne, FL and has over 17 years of experience in the finance industry.
Richard Martinson (CRD# 2679630) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Melbourne, FL and has over 28 years of experience in the finance industry. Richard Martinson 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.
Patricia Maxwell (CRD# 2664486) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Melbourne, FL and has over 13 years of experience in the finance industry.