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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
Staci Leonard (CRD# 5518974) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm Coast, FL and has over 13 years of experience in the finance industry.
Jamie Madorma (CRD# 5022023) is an Investment Advisor Representative working at Lincoln Investment in Palm Coast, FL and has over 18 years of experience in the finance industry.
Robert Mastrosimone (CRD# 1056565) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Palm Coast, FL and has over 39 years of experience in the finance industry. Robert Mastrosimone 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.
Elisa Maxwell (CRD# 2626528) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Palm Coast, FL and has over 26 years of experience in the finance industry.
Ken Mazzie (CRD# 1608470) is an Investment Advisor Representative working at Avantax Advisory Services in Palm Coast, FL and has over 23 years of experience in the finance industry.
David Moon (CRD# 6071532) is an Investment Advisor Representative working at Commonwealth Financial Network in Palm Coast, FL and has over 9 years of experience in the finance industry. David Moon 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.
David Morgan (CRD# 1162104) is an Investment Advisor Representative working at Reap In Wealth Management, LLC in Palm Coast, FL and has over 16 years of experience in the finance industry.
John Parkes (CRD# 1013699) is an Investment Advisor Representative working at Lincoln Investment in Palm Coast, FL and has over 28 years of experience in the finance industry.
Edwin Pruitt (CRD# 6031556) is an Investment Advisor Representative working at Edward Jones in Palm Coast, FL and has over 12 years of experience in the finance industry.
Charles Reyes (CRD# 6477297) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Palm Coast, FL and has over 6 years of experience in the finance industry. Charles Reyes 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.