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Distance Only Palm Beach, 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
Marino Patrk (CRD# 6339377) is an Investment Advisor Representative working at Hudson Value Partners, LLC in Palm Beach, FL and has over 7 years of experience in the finance industry.
Stephen Polin (CRD# 2860574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 26 years of experience in the finance industry.
Maureen Raihle (CRD# 1780412) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Beach, FL and has over 35 years of experience in the finance industry.
William Ramos (CRD# 1550554) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Beach, FL and has over 19 years of experience in the finance industry.
Donna Raymond (CRD# 2557954) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Beach, FL and has over 22 years of experience in the finance industry.
Keith Rowling (CRD# 4397446) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 8 years of experience in the finance industry.
Peter Sandquist (CRD# 1389039) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 6 years of experience in the finance industry.
Massimo Santicchia (CRD# 4712683) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 20 years of experience in the finance industry.
Peter Scholla (CRD# 2365167) is an Investment Advisor Representative working at Global Investment Adviser Lc in Palm Beach, FL and has over 30 years of experience in the finance industry.
Gregg Sessa (CRD# 1873003) is an Investment Advisor Representative working at Gvs Financial Group, Inc. in Palm Beach, FL and has over 34 years of experience in the finance industry. Gregg Sessa 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.