Distance Only Melbourne Beach, FL
- 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
James Aulenti (CRD# 1030010) is an Investment Advisor Representative working at Atlantic Wealth Advisory Services, LLC in Melbourne Beach, FL and has over 36 years of experience in the finance industry.
Rafael Molina (CRD# 4774304) is an Investment Advisor Representative working at Lpl Financial LLC in Melbourne Beach, FL and has over 17 years of experience in the finance industry. Rafael Molina 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.