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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
Ricky Black (CRD# 1401203) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 9 years of experience in the finance industry.
John Bockover (CRD# 5052217) is an Investment Advisor Representative working at Edward Jones in Auburndale, FL and has over 18 years of experience in the finance industry.
Alberto Bonfil (CRD# 4791151) is an Investment Advisor Representative working at Edward Jones in Lakeland, FL and has over 17 years of experience in the finance industry.
Tracey Bourdon (CRD# 1839113) is an Investment Advisor Representative working at Edward Jones in Winter Haven, FL and has over 35 years of experience in the finance industry.
David Bowman (CRD# 4254687) is an Investment Advisor Representative working at World Equity Group, Inc. in Parrish, FL and has over 22 years of experience in the finance industry.
Lydia Boyd (CRD# 4156632) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lakeland, FL and has over 21 years of experience in the finance industry.
Michael Bratsztein (CRD# 2354532) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Riverview, FL and has over 30 years of experience in the finance industry. Michael Bratsztein 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.
Marion P Brawley (CRD# 856366) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 40 years of experience in the finance industry.
Patricia Breeze (CRD# 1031412) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 38 years of experience in the finance industry. Patricia Breeze 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.
Darren Brewis (CRD# 2703169) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wesley Chapel, FL and has over 24 years of experience in the finance industry.