-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Pekala (CRD# 4126914) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pompano Beach, FL and has 1 year of experience in the finance industry.
Alex Smith (CRD# 7367725) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Pompano Beach, FL and has 1 year of experience in the finance industry.
Yujie Zhou (CRD# 7194921) is an Investment Advisor Representative working at Pnc Investments in Pompano Beach, FL and has over 2 years of experience in the finance industry.
Christopher Conness (CRD# 4778193) is an Investment Advisor Representative working at Global Wealth Managment in Fort Lauderdale, FL and has over 11 years of experience in the finance industry.
Investment Advisor Representative & Registered Representative, Author and South Florida native C. Grant Conness services South Florida individuals and families whom he assists with retirement and estate planning aspirations. Mr. Conness brings a high degree of trust, integrity and service in working with his clients. His dedication has earned him the respect of the South Florida community of which he...
Guy Abbanat (CRD# 1235698) is an Investment Advisor Representative working at World Equity Group, Inc. in Coral Springs, FL and has over 40 years of experience in the finance industry.
Alex Abbenante (CRD# 6480437) is an Investment Advisor Representative working at Equitable Advisors, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.
Todd Abrams (CRD# 2693512) is an Investment Advisor Representative working at Prudential Financial Planning Services in Boca Raton, FL and has over 27 years of experience in the finance industry.
Carlos Abreu (CRD# 6814558) is an Investment Advisor Representative working at Primerica Advisors in Miami Lakes, FL and has over 6 years of experience in the finance industry.
Ralph Achille (CRD# 5875142) is an Investment Advisor Representative working at Achilles Wealth Management, LLC in Boynton Beach, FL and has over 7 years of experience in the finance industry. Ralph Achille 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.
Adam Adelman (CRD# 6009043) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boca Raton, FL and has over 9 years of experience in the finance industry.