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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
Dona Hertz (CRD# 4224432) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melbourne, FL and has over 23 years of experience in the finance industry.
Tracey Higginbotham (CRD# 2209217) is an Investment Advisor Representative working at Latitude Advisors, LLC in Cocoa, FL and has over 20 years of experience in the finance industry.
Tisha Hill (CRD# 2665181) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Melbourne, FL and has over 23 years of experience in the finance industry.
Michelle Hirose (CRD# 1686436) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Satellite Beach, FL and has over 36 years of experience in the finance industry.
Jeffrey Hoffman (CRD# 1809815) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Melbourne, FL and has over 35 years of experience in the finance industry.
Jorge Hoffmann (CRD# 4361851) is an Investment Advisor Representative working at Edward Jones in Rockledge, FL and has over 23 years of experience in the finance industry.
James Holder (CRD# 2062646) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Merritt Island, FL and has over 23 years of experience in the finance industry.
Jason Holland (CRD# 5620575) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 15 years of experience in the finance industry.
Denise Holloway (CRD# 5719495) is an Investment Advisor Representative working at Avantax Advisory Services in Melbourne, FL and has over 8 years of experience in the finance industry.
Stephen Houser (CRD# 3124558) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockledge, FL and has over 25 years of experience in the finance industry. Stephen Houser 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.