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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
Chris Roberts (CRD# 2623470) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Oviedo, FL and has over 28 years of experience in the finance industry. Chris Roberts 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.
Jason Rosado (CRD# 6303789) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oviedo, FL and has over 7 years of experience in the finance industry.
Steven Rosenstock (CRD# 5466060) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oviedo, FL and has over 16 years of experience in the finance industry.
Richard Rush (CRD# 2454258) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 29 years of experience in the finance industry.
Jose Tagle (CRD# 5393017) is an Investment Advisor Representative working at Lpl Financial LLC in Oviedo, FL and has over 12 years of experience in the finance industry.
Carlos Travieso (CRD# 5860785) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oviedo, FL and has over 13 years of experience in the finance industry.
Benchmark Wealth Advisors, LLCis a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a conflict-free, fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve.
Stephen Vettorel (CRD# 2305440) is an Investment...
Brandon Waters (CRD# 4783398) is an Investment Advisor Representative working at Lpl Financial LLC in Oviedo, FL and has over 19 years of experience in the finance industry.
Veronica Woodard (CRD# 6971480) is an Investment Advisor Representative working at Edward Jones in Oviedo, FL and has over 5 years of experience in the finance industry.
Brian Nolan (CRD# 2971314) is an Investment Advisor Representative working at Nolan Capital Advisors LLC in Oviedo, FL and has over 24 years of experience in the finance industry.