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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
Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 11 years of experience in the finance industry.
William Mertins (CRD# 1600232) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pensacola, FL and has over 37 years of experience in the finance industry.
Jennifer Miller (CRD# 5745660) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pensacola, FL and has over 12 years of experience in the finance industry.
Suzanne Minter (CRD# 6934614) is an Investment Advisor Representative working at Edelman Financial Engines in Pensacola, FL and has over 6 years of experience in the finance industry.
Samantha Moats (CRD# 1273258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pensacola, FL and has over 36 years of experience in the finance industry.
Marjorie Moore (CRD# 1189074) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pensacola, FL and has over 40 years of experience in the finance industry.
J Moser (CRD# 1024835) is an Investment Advisor Representative working at Wells Fargo Advisors in Pensacola, FL and has over 38 years of experience in the finance industry.
John Mugarian (CRD# 1983612) is an Investment Advisor Representative working at Familywealth Asset Management in Pensacola, FL and has over 34 years of experience in the finance industry.
Beth Navarrete (CRD# 5178520) is an Investment Advisor Representative working at Morgan Stanley in Pensacola, FL and has over 16 years of experience in the finance industry.
Rebecca Newton (CRD# 4614726) is an Investment Advisor Representative working at Financial Journey LLC in Pensacola, FL and has over 18 years of experience in the finance industry. Rebecca Newton 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.