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Distance Only Palm City, 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
David Marley (CRD# 1806697) is an Investment Advisor Representative working at Mml Investors Services, LLC in Palm City, FL and has over 26 years of experience in the finance industry.
Joseph Matson (CRD# 322947) is an Investment Advisor Representative working at Ash Matson Wealth Partners, LLC in Palm City, FL and has over 44 years of experience in the finance industry.
Ryan Merrell (CRD# 4468943) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Palm City, FL and has over 22 years of experience in the finance industry. Ryan Merrell 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.
William Monisera (CRD# 3058156) is an Investment Advisor Representative working at Prudential Financial Planning Services in Palm City, FL and has over 24 years of experience in the finance industry.
Carl Newton (CRD# 5471594) is an Investment Advisor Representative working at Lpl Financial LLC in Palm City, FL and has over 16 years of experience in the finance industry.
Richard O'hara (CRD# 5570125) is an Investment Advisor Representative working at Lake Street in Palm City, FL and has over 15 years of experience in the finance industry. Richard O'hara 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.
William Riddick (CRD# 5466494) is an Investment Advisor Representative working at Riddick & Co Entrepreneurial Finance, LLC in Palm City, FL and has over 16 years of experience in the finance industry.
Russell Schaffer (CRD# 3087404) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm City, FL and has over 24 years of experience in the finance industry.
Mark Schwab (CRD# 2058533) is an Investment Advisor Representative working at Lpl Financial LLC in Palm City, FL and has over 7 years of experience in the finance industry.
Andrea Sheikh (CRD# 4670461) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palm City, FL and has over 19 years of experience in the finance industry. Andrea Sheikh 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.