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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
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.
Edith Aldrich (CRD# 4345080) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palatka, FL and has 1 year of experience in the finance industry.
Jayme Alfano (CRD# 1920451) is an Investment Advisor Representative working at Mml Investors Services, LLC in Jacksonville, FL and has over 27 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.
Mandy Allen (CRD# 6136396) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 11 years of experience in the finance industry.
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.
Juan Amador (CRD# 6324298) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Jacksonville, FL and has over 7 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.
William Anders (CRD# 1502791) is an Investment Advisor Representative working at Eagle Strategies LLC in Palm Coast, FL and has over 36 years of experience in the finance industry.
Lloyd Archibald (CRD# 5971974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jacksonville, FL and has over 11 years of experience in the finance industry.