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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
Heather Buckridge (CRD# 5358140) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Plantation, FL and has over 11 years of experience in the finance industry. Heather Buckridge 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.
Steven Busch (CRD# 2176747) is an Investment Advisor Representative working at Everglades Resources, Inc. in Plantation, FL and has over 32 years of experience in the finance industry.
Ralph Byer (CRD# 1038411) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plantation, FL and has over 41 years of experience in the finance industry.
Hugo Calenzani (CRD# 4924231) is an Investment Advisor Representative working at Mg&a Wealth in Plantation, FL and has over 16 years of experience in the finance industry.
Jim Casey (CRD# 2392134) is an Investment Advisor Representative working at Lpl Financial LLC in Plantation, FL and has over 30 years of experience in the finance industry. Jim Casey 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.
Luz Castre (CRD# 4472863) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Plantation, FL and has over 22 years of experience in the finance industry.
Marianela Collado CFP®, CPA/PFS (CRD# 6569237) joined Tobias Financial Advisors in October 2015 and serves as a Senior Financial Advisor. Marianela’s responsibilities include the overall management of client relationships by working with clients and their professional advisors to ensure the client’s overall financial planning objectives are met in the most tax efficient manner.
Marianela has over 15 years of experience in the tax and financial planning arena. She has worked with many ultra-high net worth families and assisted with the implementation and reporting of complex income and wealth...
Regina Collaro (CRD# 4891816) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plantation, FL and has over 19 years of experience in the finance industry.
Howard Daher (CRD# 2907892) is an Investment Advisor Representative working at Lpl Financial LLC in Plantation, FL and has over 23 years of experience in the finance industry.
Svitlana Dorofina (CRD# 4687247) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plantation, FL and has over 17 years of experience in the finance industry.