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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
Mark Dunn (CRD# 5917615) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 11 years of experience in the finance industry.
George Duryea (CRD# 3167871) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake Mary, FL and has over 17 years of experience in the finance industry.
Jane Eddy (CRD# 1617771) is an Investment Advisor Representative working with National Planning Corporation ("npc Of America" In Fl & Ny) in Ormond Beach, FL and has close to 30 years of experience in the finance industry. Jane assists and educates clients on non-traditional wealth strategies for building, accumulating and distributing assets efficiently. With so many unknown variables disrupting asset accumulation and distribution objectives, Jane uses strategies that not only directly reduce risk and taxes but put people, not institutions, in control of their wealth.
Joshua Eisenberg (CRD# 5137724) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Flagler Beach, FL and has over 17 years of experience in the finance industry.
Michael Elders (CRD# 2449356) is an Investment Advisor Representative working at Mml Investors Services, LLC in Daytona Beach, FL and has over 18 years of experience in the finance industry.
Lindsey Ellis (CRD# 5772771) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 11 years of experience in the finance industry.
Lori Endicott (CRD# 2762527) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Deland, FL and has over 26 years of experience in the finance industry. Lori Endicott 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.
Theodore Ennis (CRD# 2659122) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ponce Inlet, FL and has over 28 years of experience in the finance industry.
Sandra Epling (CRD# 2544716) is an Investment Advisor Representative working at Edward Jones in Deland, FL and has over 16 years of experience in the finance industry.
Paul Escobar (CRD# 2961229) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 24 years of experience in the finance industry.