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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
Manuel Kent (CRD# 7523027) is an Investment Advisor Representative working at Morgan Stanley in Plantation, FL and has 1 year of experience in the finance industry.
Bevon King (CRD# 7505259) is an Investment Advisor Representative working at Edward Jones in Plantation, FL and has 1 year of experience in the finance industry.
Scott Lam (CRD# 6909770) is an Investment Advisor Representative working at Mg&a Wealth in Plantation, FL and has over 6 years of experience in the finance industry. Scott Lam 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.
Scarlyn Leonardo (CRD# 7180336) is an Investment Advisor Representative working at Mg&a Wealth in Plantation, FL and has 1 year of experience in the finance industry.
Linh Nguyen (CRD# 7305836) is an Investment Advisor Representative working at Morgan Stanley in Plantation, FL and has over 3 years of experience in the finance industry.
Daniel Niles (CRD# 2091855) is an Investment Advisor Representative working at Niles Investment Management, LLC in Plantation, FL and has over 20 years of experience in the finance industry.
Natalia Portocarrero (CRD# 6993855) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Plantation, FL and has over 3 years of experience in the finance industry.
Rodrigo Posse (CRD# 1174233) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Plantation, FL and has 1 year of experience in the finance industry.
David Roach (CRD# 6071400) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Plantation, FL and has over 4 years of experience in the finance industry.
Esther Sierens (CRD# 5189029) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plantation, FL and has over 16 years of experience in the finance industry.