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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
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.
Elisha Kes (CRD# 5921398) is an Investment Advisor Representative working at Element Pointe Family Office in Palm Coast, FL and has over 3 years 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.
Liesl Savage (CRD# 2998093) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm Coast, FL and has over 24 years of experience in the finance industry. Liesl Savage 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.
Catherine Stone (CRD# 2725491) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Augustine, FL and has over 26 years of experience in the finance industry. Catherine Stone 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.
Marcos Acevedo (CRD# 2836509) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bunnell, FL and has over 27 years of experience in the finance industry.
Renae Aiple (CRD# 6991432) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Augustine, FL and has over 5 years of experience in the finance industry.
Mary Atkinson (CRD# 4387763) is an Investment Advisor Representative working at Schrum Private Wealth Management, LLC in Saint Augustine, FL and has over 20 years of experience in the finance industry.