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Distance Only Miami Beach, 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
Daniel Dragone (CRD# 6615920) is an Investment Advisor Representative working at Morgan Stanley in Miami Beach, FL and has over 5 years of experience in the finance industry.
Gareth Evans (CRD# 2535299) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 29 years of experience in the finance industry.
Sonya Gelb Choeff (CRD# 1876200) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Miami Beach, FL and has over 35 years of experience in the finance industry.
Douglas Gerrard (CRD# 1145240) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Miami Beach, FL and has over 13 years of experience in the finance industry.
Daniele Ghiotti (CRD# 4780584) is an Investment Advisor Representative working at Vesta Wealth Management, LLC in Miami Beach, FL and has over 22 years of experience in the finance industry. Daniele Ghiotti 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.
Jamel Gordon (CRD# 5410346) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 14 years of experience in the finance industry. Jamel Gordon 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.
John Gray (CRD# 5145767) is an Investment Advisor Representative working at Hamilton Gray Wealth Management LLC in Miami Beach, FL and has over 16 years of experience in the finance industry.
John Hamilton (CRD# 6064209) is an Investment Advisor Representative working at Expat Financial Solutions in Miami Beach, FL and has over 10 years of experience in the finance industry.
Benjamin Hein (CRD# 4027543) is an Investment Advisor Representative working at Oac Capital Advisors LLC in Miami Beach, FL and has over 15 years of experience in the finance industry. Benjamin Hein 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.
Peggy Hollander (CRD# 1797039) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Miami Beach, FL and has over 35 years of experience in the finance industry.