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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 Adams (CRD# 1575083) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ponte Vedra Beach, FL and has over 24 years of experience in the finance industry.
Jonathan Adamski (CRD# 4687818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 20 years of experience in the finance industry.
Christopher Aitken (CRD# 1470109) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 38 years of experience in the finance industry.
Joshua Ali (CRD# 6426503) is an Investment Advisor Representative working at Fortress Wealth Planning in Ponte Vedra Beach, FL and has 1 year of experience in the finance industry. Joshua Ali 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.
Mauricio Alvarez (CRD# 3052838) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 25 years of experience in the finance industry.
David Ammerman (CRD# 2346239) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ponte Vedra Beach, FL and has over 30 years of experience in the finance industry. David Ammerman 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.
Brandon Arthurs (CRD# 5285430) is an Investment Advisor Representative working at Arthurs Wealth Management in Ponte Vedra Beach, FL and has over 16 years of experience in the finance industry.
Ryan Ashley (CRD# 5779900) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 13 years of experience in the finance industry. Ryan Ashley 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.
Jonathan Awad (CRD# 1823610) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 35 years of experience in the finance industry.
Chuck Ayers (CRD# 2260536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 31 years of experience in the finance industry.