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Distance Only Palm Harbor, FL
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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
Lindsey Pohl (CRD# 6492936) is an Investment Advisor Representative working at Morgan Stanley in Palm Harbor, FL and has over 3 years of experience in the finance industry.
Vincent Pravata (CRD# 4007547) is an Investment Advisor Representative working at Morgan Stanley in Palm Harbor, FL and has over 2 years of experience in the finance industry.
Danielle Sagan (CRD# 7774676) is an Investment Advisor Representative working at Edward Jones in Palm Harbor, FL and has 1 year of experience in the finance industry.
Matthew Sines (CRD# 2359735) is an Investment Advisor Representative working at Commonwealth Financial Network in Palm Harbor, FL and has over 28 years of experience in the finance industry.
Robin Snell (CRD# 7128323) is an Investment Advisor Representative working at Nested Financial & Tax Planning in Palm Harbor, FL and has over 3 years of experience in the finance industry. Robin Snell 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.
Gerhard Steven (CRD# 7559785) is an Investment Advisor Representative working at Morgan Stanley in Palm Harbor, FL and has 1 year of experience in the finance industry.
Kelsey Stockhausen (CRD# 6764218) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palm Harbor, FL and has over 2 years of experience in the finance industry.
Clement Thompson (CRD# 7565372) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Harbor, FL and has 1 year of experience in the finance industry.
Matthew Winger (CRD# 5965899) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Palm Harbor, FL and has over 12 years of experience in the finance industry.
Hilary Zaragoza (CRD# 7522057) is an Investment Advisor Representative working at Simplicity Wealth in Palm Harbor, FL and has over 2 years of experience in the finance industry.