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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
Donald Baker (CRD# 2369255) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in North Palm Beach, FL and has over 30 years of experience in the finance industry.
Vittorio Bertuzzelli (CRD# 4161518) is an Investment Advisor Representative working at Edward Jones in North Palm Beach, FL and has over 23 years of experience in the finance industry. Vittorio Bertuzzelli 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.
Mark Bogert (CRD# 1839894) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in North Palm Beach, FL and has over 21 years of experience in the finance industry.
Jayson Brown (CRD# 5451124) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 15 years of experience in the finance industry.
Richard Bursek (CRD# 2904138) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 10 years of experience in the finance industry.
Michael Bytnar (CRD# 5764612) is an Investment Advisor Representative working at Tfg Financial Advisors, LLC in North Palm Beach, FL and has over 13 years of experience in the finance industry. Michael Bytnar 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.
Karen Cameron (CRD# 3021618) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in North Palm Beach, FL and has over 25 years of experience in the finance industry.
John Catalfamo (CRD# 2746722) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 27 years of experience in the finance industry.
Gregory Cecchini (CRD# 2936633) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 26 years of experience in the finance industry.
Amanda Courtney (CRD# 5996298) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 12 years of experience in the finance industry.