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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
Bernard Adair (CRD# 1535429) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 37 years of experience in the finance industry.
Lisa Avenevoli (CRD# 4174127) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 23 years of experience in the finance industry. Lisa Avenevoli 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.
Frederick Ayer (CRD# 6736165) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 7 years of experience in the finance industry.
Marsha Baldinger (CRD# 1471960) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Jupiter, FL and has over 24 years of experience in the finance industry. Marsha Baldinger 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.
Frank Barrella (CRD# 1936084) is an Investment Advisor Representative working at Spc in Jupiter, FL and has over 23 years of experience in the finance industry.
Brian Baughman (CRD# 5468323) is an Investment Advisor Representative working at Edward Jones in Jupiter, FL and has over 16 years of experience in the finance industry.
Kimberly Benko (CRD# 2178151) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jupiter, FL and has over 27 years of experience in the finance industry.
Peter Berry (CRD# 4156274) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 23 years of experience in the finance industry.
Jeffrey Boron (CRD# 4622550) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 21 years of experience in the finance industry.
Greggory Brant (CRD# 6255725) is an Investment Advisor Representative working at Atlantic Wealth Partners, LLC in Jupiter, FL and has over 10 years of experience in the finance industry. Greggory Brant 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.