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Distance Only Sanford, 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 Cairns (CRD# 1948990) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sanford, FL and has over 16 years of experience in the finance industry.
Beah Del Cid (CRD# 6109279) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sanford, FL and has over 11 years of experience in the finance industry.
Demel Gonzalez (CRD# 3068212) is an Investment Advisor Representative working at Heartwood Financial Services in Sanford, FL and has over 25 years of experience in the finance industry. Demel Gonzalez 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.
Leigh Lyon (CRD# 3236479) is an Investment Advisor Representative working at Edward Jones in Sanford, FL and has over 16 years of experience in the finance industry.
Shreya Modi (CRD# 6166858) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sanford, FL and has over 11 years of experience in the finance industry.
Amit Patel (CRD# 5971877) is an Investment Advisor Representative working at Avantax Advisory Services in Sanford, FL and has over 12 years of experience in the finance industry. Amit Patel 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.
Jesse Plunkett (CRD# 6265065) is an Investment Advisor Representative working at Edward Jones in Sanford, FL and has over 10 years of experience in the finance industry.
George Clement (CRD# 2813027) is an Investment Advisor Representative working at Gbc Investment Group in Sanford, FL and has 1 year of experience in the finance industry.
Julian Cook (CRD# 7194367) is an Investment Advisor Representative working at Edward Jones in Sanford, FL and has over 4 years of experience in the finance industry.
Nader Khela (CRD# 7099152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sanford, FL and has over 3 years of experience in the finance industry.