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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
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.
Khoi Nguyen (CRD# 5459791) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 15 years of experience in the finance industry.
Stephen O'reilly (CRD# 2426645) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pensacola, FL and has over 30 years of experience in the finance industry. Stephen O'reilly 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.
Wesley Odom (CRD# 2252384) is an Investment Advisor Representative working at Armada Advisors in Pensacola, FL and has over 31 years of experience in the finance industry.
Matthew Oneill (CRD# 4621201) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pensacola, FL and has over 13 years of experience in the finance industry.
Kathryn Oswald (CRD# 1986174) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Pensacola, FL and has over 5 years of experience in the finance industry.
Derek Park is an Investment Advisor Representative working at Edward Jones in Pace, Florida and has over 4 years of experience in the finance industry. Serving the individual investors and the community, I look forward to any opportunity to work with you!
Rickey Paschall (CRD# 4103685) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milton, FL and has over 21 years of experience in the finance industry.
Douglas Patton (CRD# 1647569) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pensacola, FL and has over 20 years of experience in the finance industry.