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Distance Only Oviedo, 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
Timothy Howe (CRD# 2295870) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 26 years of experience in the finance industry.
Isaac Hutchison (CRD# 6784151) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 6 years of experience in the finance industry. Isaac Hutchison 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.
Erik Jorgensen (CRD# 6389410) is an Investment Advisor Representative working at Edward Jones in Oviedo, FL and has over 9 years of experience in the finance industry.
Bruce Kavenagh (CRD# 2351298) is an Investment Advisor Representative working at Edward Jones in Oviedo, FL and has over 30 years of experience in the finance industry.
William Lagrange (CRD# 4401859) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oviedo, FL and has over 15 years of experience in the finance industry.
Ricky Leonard (CRD# 6376199) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 8 years of experience in the finance industry.
Jiaqi Li (CRD# 6328597) is an Investment Advisor Representative working at Pnc Investments in Oviedo, FL and has over 4 years of experience in the finance industry.
Andrew Machata (CRD# 5571853) is an Investment Advisor Representative working at Semper Wealth Management LLC in Oviedo, FL and has over 15 years of experience in the finance industry. Andrew Machata 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.
Carroll Matthews (CRD# 6999805) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 5 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.