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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
Maria Mejia (CRD# 5812462) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plantation, FL and has over 7 years of experience in the finance industry.
Erin Melley (CRD# 4067492) is an Investment Advisor Representative working at Morgan Stanley in Plantation, FL and has over 24 years of experience in the finance industry.
William Merrigan (CRD# 6070109) is an Investment Advisor Representative working at Morgan Stanley in Plantation, FL and has over 11 years of experience in the finance industry.
Brian Miller (CRD# 4725407) is an Investment Advisor Representative working at Lpl Financial LLC in Key Largo, FL and has over 20 years of experience in the finance industry.
Leslie Montes De Oca (CRD# 4718385) is an Investment Advisor Representative working at Lpl Financial LLC in Miami Beach, FL and has over 20 years of experience in the finance industry.
Terry Morris (CRD# 2460504) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Plantation, FL and has over 30 years of experience in the finance industry.
Ronald Myers (CRD# 2719227) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Plantation, FL and has over 28 years of experience in the finance industry. Ronald Myers 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.
Joseph Namm (CRD# 2850184) is an Investment Advisor Representative working at Namm Financial LLC in Plantation, FL and has over 27 years of experience in the finance industry. Joseph Namm 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.
Charles Nesmith (CRD# 5954753) is an Investment Advisor Representative working at Tobias Financial Advisors in Plantation, FL and has over 12 years of experience in the finance industry. Charles Nesmith 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 Newman (CRD# 4586292) is an Investment Advisor Representative working at Newmarket Advisors, Inc. in Plantation, FL and has over 21 years of experience in the finance industry.