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Distance Only North Bay Village, 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
Molly Shrauner (CRD# 2634699) is an Investment Advisor Representative working at Forward Financial Advisors, LLC in North Bay Village, FL and has over 13 years of experience in the finance industry. Molly Shrauner 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.
Stephen Taylor (CRD# 4448432) is an Investment Advisor Representative working at Merited Wealth, LLC in North Bay Village, FL and has over 22 years of experience in the finance industry. Stephen Taylor 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 Ermer (CRD# 1567043) is an Investment Advisor Representative working at Eagle Strategies LLC in North Bay Village, FL and has over 36 years of experience in the finance industry.
Giancarlo Lamourtte (CRD# 6966375) is an Investment Advisor Representative working at Merited Wealth, LLC in North Bay Village, FL and has over 4 years of experience in the finance industry. Giancarlo Lamourtte 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.