-
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
Thomas Fleishel (CRD# 1912409) is an Investment Advisor Representative working at Fleishel Financial Associates, Inc. in Deland, FL and has over 32 years of experience in the finance industry. Thomas Fleishel 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.
Donna Jean Flood (CRD# 4464741) is an Investment Advisor Representative working at Edward Jones in Deland, FL and has over 9 years of experience in the finance industry.
James Furlong (CRD# 1921131) is an Investment Advisor Representative working at Edelman Financial Engines in Daytona Beach, FL and has over 34 years of experience in the finance industry.
Michael Furman (CRD# 1928089) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Daytona Beach, FL and has over 34 years of experience in the finance industry. Michael Furman 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.
Richard Gailey (CRD# 2192928) is an Investment Advisor Representative working at The Strategic Financial Alliance in Lake Mary, FL and has over 16 years of experience in the finance industry. Richard Gailey 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.
James Gay (CRD# 5097626) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.
Eric Geiger (CRD# 5448815) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Port Orange, FL and has over 16 years of experience in the finance industry. Eric Geiger 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.
Brent Gerhardt (CRD# 5644714) is an Investment Advisor Representative working at Lpl Financial LLC in Port Orange, FL and has over 15 years of experience in the finance industry.
Francesca Gilchrist (CRD# 4149216) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lake Mary, FL and has over 19 years of experience in the finance industry. Francesca Gilchrist 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.
Matthew Giles (CRD# 5652239) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 13 years of experience in the finance industry. Matthew Giles 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.