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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
Angel Morales-Atallah (CRD# 6435931) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ponte Vedra, FL and has over 8 years of experience in the finance industry. Angel Morales-Atallah 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.
William Morrison (CRD# 6192032) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 11 years of experience in the finance industry.
Kim Mortensen (CRD# 4733622) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 20 years of experience in the finance industry.
Samuel Munhollon (CRD# 813056) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 43 years of experience in the finance industry.
Margaret O'meara (CRD# 2690261) is an Investment Advisor Representative working at Lpl Financial LLC in Ponte Vedra, FL and has over 28 years of experience in the finance industry. Margaret O'meara 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.
Nancy Overton (CRD# 354496) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 41 years of experience in the finance industry.
Mary Romaine (CRD# 2937873) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ponte Vedra, FL and has over 26 years of experience in the finance industry.
William Ruffell (CRD# 716118) is an Investment Advisor Representative working at Murray Ruffell in Ponte Vedra, FL and has over 43 years of experience in the finance industry.
Sharlene Schiffer (CRD# 1556443) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ponte Vedra, FL and has over 37 years of experience in the finance industry.
Adam Stoeckler (CRD# 5841666) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 13 years of experience in the finance industry. Adam Stoeckler 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.