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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
David Teas (CRD# 6037772) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has 1 year of experience in the finance industry. David Teas 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.
Michelle Vartanian (CRD# 1030616) is an Investment Advisor Representative working at Morgan Stanley in Pompano Beach, FL and has over 41 years of experience in the finance industry.
Jeffrey Wilson (CRD# 502035) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pompano Beach, FL and has over 43 years of experience in the finance industry. Jeffrey Wilson 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.
Ekaterina Ataeva (CRD# 7674126) is an Investment Advisor Representative working at Edward Jones in Pompano Beach, FL and has 1 year of experience in the finance industry.
David Cooley (CRD# 3016929) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pompano Beach, FL and has 1 year of experience in the finance industry.
Christopher Ferrer (CRD# 7720775) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has 1 year of experience in the finance industry.
Chadia Ghanem (CRD# 7174490) is an Investment Advisor Representative working at Edward Jones in Pompano Beach, FL and has over 4 years of experience in the finance industry.
Richard Hale (CRD# 7383917) is an Investment Advisor Representative working at Allworth Financial, LP in Pompano Beach, FL and has 1 year of experience in the finance industry.
Frederick Maclean (CRD# 6869834) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 5 years of experience in the finance industry. Frederick Maclean 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 Mattox (CRD# 6332844) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has over 4 years of experience in the finance industry.