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Distance Only Rockledge, FL
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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
Robert Patrick (CRD# 1274857) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockledge, FL and has over 39 years of experience in the finance industry.
Travis Payne (CRD# 5273641) is an Investment Advisor Representative working at Planmember Securities Corporation in Rockledge, FL and has over 7 years of experience in the finance industry.
Gregory Phelps (CRD# 5940639) is an Investment Advisor Representative working at Edward Jones in Rockledge, FL and has over 8 years of experience in the finance industry.
Taylor Pitts (CRD# 6595863) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 7 years of experience in the finance industry.
Michele Rizzuto (CRD# 6610524) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 5 years of experience in the finance industry.
Charlie Rossetter (CRD# 2589670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 23 years of experience in the finance industry.
Dale Russell (CRD# 2182000) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rockledge, FL and has over 23 years of experience in the finance industry. Dale Russell 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.
Andrew Scheirer (CRD# 4256666) is an Investment Advisor Representative working at Quility Financial Advisors in Rockledge, FL and has over 23 years of experience in the finance industry.
David Stevens (CRD# 1991875) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 34 years of experience in the finance industry.
Elizabeth Strait (CRD# 6452387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 4 years of experience in the finance industry.