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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
Emanuele Gulino (CRD# 4335356) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Miami, FL and has 1 year of experience in the finance industry.
David Jullie (CRD# 2742699) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Miami, FL and has over 21 years of experience in the finance industry.
James Kaercher (CRD# 2925836) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Miami, FL and has over 17 years of experience in the finance industry.
Christine Quinones-Spurling (CRD# 2642300) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Miami, FL and has over 28 years of experience in the finance industry.
David Smith (CRD# 1357671) is an Investment Advisor Representative working at Forum Financial Management, LP in South Miami, FL and has over 28 years of experience in the finance industry. David Smith 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.
Ronald Teasdale (CRD# 2111589) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in South Miami, FL and has over 30 years of experience in the finance industry. Ronald Teasdale 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.
Brian Thelen (CRD# 3251200) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Miami, FL and has over 24 years of experience in the finance industry. Brian Thelen 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.
Manuel Alonso (CRD# 4432725) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Miami, FL and has over 19 years of experience in the finance industry.
Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor located within the Miami Coral Gables area. It is our ultimate goal to provide individuals, families and business owners with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. Our firm focuses on Financial Planning and Asset Management for individuals and small business owners. We believe that individuals are best served when their investments are systematically aligned with their financial goals and objectives.
For more than 20 years, Mario Yngerto has followed...
Hans Abate (CRD# 4563511) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 21 years of experience in the finance industry.