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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
One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.
Thomas knew immediately that he needed to do something to prevent this tragedy from happening...
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.
Lawrence Trendell (CRD# 6218925) is an Investment Advisor Representative working at Pnc Investments in Palm City, FL and has over 10 years of experience in the finance industry.
Michael Trombetta (CRD# 1891275) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Palm City, FL and has over 32 years of experience in the finance industry.
Alex Ash (CRD# 4995156) is an Investment Advisor Representative working at Ash Matson Wealth Partners, LLC in Palm City, FL and has over 2 years of experience in the finance industry.
Marianella Campagna (CRD# 7486365) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm City, FL and has 1 year of experience in the finance industry.
Laura Hutter (CRD# 7415672) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Palm City, FL and has over 2 years of experience in the finance industry.
Santiago Rodriguez (CRD# 7795188) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Palm City, FL and has 1 year of experience in the finance industry.
Tyler Trombetta (CRD# 6396155) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Palm City, FL and has over 9 years of experience in the finance industry.
Robert Burns is an Executive Director, Wealth Partner, and Portfolio Manager1 with J.P. Morgan. As a principal of the Burns Nevins Wealth Management Group, he works directly with affluent investors to help them address the complexities of significant wealth.
With over 30 years of experience, Bob strives to be at the forefront of the financial services industry. During the course of his career, Bob has been a financial advisor at several leading firms. He also served as a branch manager, ran a private brokerage operation and was district leader for a New York Stock Exchange member firm. Bob joined...
James Abarquez (CRD# 5575170) is an Investment Advisor Representative working at Edward Jones in Stuart, FL and has over 15 years of experience in the finance industry.