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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
Keith Lyle (CRD# 4560387) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bainbridge, GA and has over 21 years of experience in the finance industry.
Marius Mapp (CRD# 2869792) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tallahassee, FL and has over 26 years of experience in the finance industry.
Jose Marques (CRD# 5444170) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tallahassee, FL and has over 10 years of experience in the finance industry.
Samuel Matteo (CRD# 7052806) is an Investment Advisor Representative working at Lincoln Investment in Tallahassee, FL and has over 5 years of experience in the finance industry.
Erin McCarty (CRD# 6720733) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Tallahassee, FL and has over 6 years of experience in the finance industry.
Stephen McClelland (CRD# 2342512) is an Investment Advisor Representative working at Edward Jones in Tallahassee, FL and has over 17 years of experience in the finance industry.
James McClenny (CRD# 2709930) is an Investment Advisor Representative working at Trek Financial in Tallahassee, FL and has over 28 years of experience in the finance industry.
William McCloud (CRD# 2770466) is an Investment Advisor Representative working at Level Four Advisory Services in Tallahassee, FL and has over 27 years of experience in the finance industry. William McCloud 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.
David McNally (CRD# 839798) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Tallahassee, FL and has over 40 years of experience in the finance industry. David McNally 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.
Robert McRae (CRD# 5954896) is an Investment Advisor Representative working at Edward Jones in Bainbridge, GA and has over 12 years of experience in the finance industry.