-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kelly Delisa (CRD# 5486697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 12 years of experience in the finance industry.
Joseph Depasqua (CRD# 1202978) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Daytona Beach, FL and has over 40 years of experience in the finance industry.
Patrick Didomenico (CRD# 6175705) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Augustine, FL and has over 9 years of experience in the finance industry.
Justin Dolan (CRD# 4987385) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Saint Augustine, FL and has over 18 years of experience in the finance industry.
Jared Dollar (CRD# 4047186) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Saint Augustine, FL and has over 23 years of experience in the finance industry.
Stanley Dominey (CRD# 1199962) is an Investment Advisor Representative working at Mml Investors Services, LLC in Saint Augustine, FL and has over 39 years of experience in the finance industry. Stanley Dominey 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.
John Downey (CRD# 2482757) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 29 years of experience in the finance industry. John Downey 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.
Christopher Draughon (CRD# 4164436) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Saint Augustine, FL and has over 15 years of experience in the finance industry. Christopher Draughon 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.
Jane Eddy (CRD# 1617771) is an Investment Advisor Representative working with National Planning Corporation ("npc Of America" In Fl & Ny) in Ormond Beach, FL and has close to 30 years of experience in the finance industry. Jane assists and educates clients on non-traditional wealth strategies for building, accumulating and distributing assets efficiently. With so many unknown variables disrupting asset accumulation and distribution objectives, Jane uses strategies that not only directly reduce risk and taxes but put people, not institutions, in control of their wealth.
Joshua Eisenberg (CRD# 5137724) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Flagler Beach, FL and has over 17 years of experience in the finance industry.