-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Michael Rose (CRD# 2954324) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 26 years of experience in the finance industry. Michael Rose 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.
Ricardo Sagarra (CRD# 6140478) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami Beach, FL and has over 10 years of experience in the finance industry.
Erik Sanchez (CRD# 6680329) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami Beach, FL and has over 7 years of experience in the finance industry.
Anil Sharma (CRD# 6762221) is an Investment Advisor Representative working at Third Eye Capital Management, LLC in Miami Beach, FL and has over 7 years of experience in the finance industry.
Willem Smit (CRD# 2376149) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami Beach, FL and has over 30 years of experience in the finance industry.
Joseph Valdes (CRD# 3059653) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Miami Beach, FL and has 1 year of experience in the finance industry.
Daniel Victor (CRD# 7065421) is an Investment Advisor Representative working at Posto Asset Management in Miami Beach, FL and has 1 year of experience in the finance industry.
Lawrence Weller (CRD# 5706039) is an Investment Advisor Representative working at Ecf Wealth, Inc. in Miami Beach, FL and has over 14 years of experience in the finance industry. Lawrence Weller 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 Whitehead (CRD# 2198120) is an Investment Advisor Representative working at Jmac Enterprises LLC in Miami Beach, FL and has over 32 years of experience in the finance industry.
Jeffrey Wolfe (CRD# 2169610) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miami Beach, FL and has over 32 years of experience in the finance industry.