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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
Brett Weston (CRD# 5821533) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Palm Coast, FL and has over 11 years of experience in the finance industry.
Keith Wiltfong (CRD# 6191142) is an Investment Advisor Representative working at Capstone Investment Management LLC in Palm Coast, FL and has over 10 years of experience in the finance industry. Keith Wiltfong 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.
Marcus Wooten (CRD# 2676555) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 27 years of experience in the finance industry. Marcus Wooten 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.
Neal Albert (CRD# 2985400) is an Investment Advisor Representative working at Albert Capital Management LLC in Palm Coast, FL and has over 3 years of experience in the finance industry.
Edward Buenaga (CRD# 5363420) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm Coast, FL and has over 4 years of experience in the finance industry.
Michael Desantis (CRD# 2797129) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Palm Coast, FL and has over 27 years of experience in the finance industry.
Andrea Gulliksen (CRD# 7674150) is an Investment Advisor Representative working at Edward Jones in Palm Coast, FL and has 1 year of experience in the finance industry.
Scott Levinson (CRD# 6065149) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Coast, FL and has over 7 years of experience in the finance industry.
Tanner Murphy (CRD# 7819780) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm Coast, FL and has 1 year of experience in the finance industry.
Robert Pruitt (CRD# 7404662) is an Investment Advisor Representative working at Edward Jones in Palm Coast, FL and has 1 year of experience in the finance industry.