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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
Donald McGee (CRD# 1421707) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 38 years of experience in the finance industry.
Mathew McKelvey (CRD# 6021096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 12 years of experience in the finance industry.
Deborah McMillen (CRD# 4939598) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Oviedo, FL and has over 18 years of experience in the finance industry.
William McReynolds (CRD# 4375489) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Smyrna Beach, FL and has over 21 years of experience in the finance industry.
Charles Merz (CRD# 5618584) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Smyrna Beach, FL and has over 15 years of experience in the finance industry.
Richard Miller (CRD# 2487987) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rockledge, FL and has over 27 years of experience in the finance industry. Richard Miller 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.
Derrick Mims (CRD# 6167632) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 10 years of experience in the finance industry.
Juan Montoya (CRD# 6338791) is an Investment Advisor Representative working at Pnc Investments in Cocoa, FL and has over 9 years of experience in the finance industry.
Kaley Mora (CRD# 6331840) is an Investment Advisor Representative working at Edward Jones in Orlando, FL and has over 8 years of experience in the finance industry.
Bruce Musselman (CRD# 2799298) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Cocoa, FL and has over 27 years of experience in the finance industry.