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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
Jordan Bieber (CRD# 6441562) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 8 years of experience in the finance industry.
Freddie Blumenfeld (CRD# 2283779) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 31 years of experience in the finance industry.
Derek Boucher (CRD# 2832514) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Indian Harbour Beach, FL and has over 27 years of experience in the finance industry.
James Bowen (CRD# 2414278) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 30 years of experience in the finance industry.
Alison Bowes (CRD# 5906943) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vero Beach, FL and has over 12 years of experience in the finance industry.
Lawrence Brashears (CRD# 830015) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 35 years of experience in the finance industry.
Vandra Braswell (CRD# 4469536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 22 years of experience in the finance industry.
Christopher Brown (CRD# 2559554) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 27 years of experience in the finance industry.
Nancy Brunn (CRD# 6598227) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 7 years of experience in the finance industry.
Benjamin Buchanan (CRD# 4274652) is an Investment Advisor Representative working at Wells Fargo Advisors in Melbourne, FL and has over 23 years of experience in the finance industry. Benjamin Buchanan 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.