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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
Stacy Bliss (CRD# 2069245) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 33 years of experience in the finance industry.
Craig Chuang (CRD# 2782275) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 24 years of experience in the finance industry. Craig Chuang 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.
Thomas Davies (CRD# 4331298) is an Investment Advisor Representative working at Davies Wealth Management LLC in Pompano Beach, FL and has over 16 years of experience in the finance industry.
Christopher Dewolfe (CRD# 2687260) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pompano Beach, FL and has over 28 years of experience in the finance industry.
Darryl Hinkle (CRD# 2748641) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 27 years of experience in the finance industry. Darryl Hinkle 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.
Jacob Ivey (CRD# 6231573) is an Investment Advisor Representative working at Strategic Asset Management Group Advisors in Pompano Beach, FL and has over 9 years of experience in the finance industry.
Matthew Jimenez (CRD# 5712593) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pompano Beach, FL and has over 11 years of experience in the finance industry.
Erik Johnson (CRD# 3223189) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 13 years of experience in the finance industry.
Harold Jones (CRD# 4438291) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Pompano Beach, FL and has over 22 years of experience in the finance industry.
Thomas Korzon (CRD# 1364484) is an Investment Advisor Representative working at Lpl Financial LLC in Pompano Beach, FL and has over 38 years of experience in the finance industry.