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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
Edward Huffman (CRD# 1071488) is an Investment Advisor Representative working at Huffman Financial Services Inc. in Stuart, FL and has 1 year of experience in the finance industry.
Cherif Nahas (CRD# 7823449) is an Investment Advisor Representative working at Nwk Group in Stuart, FL and has 1 year of experience in the finance industry.
Christopher Sherer (CRD# 1431750) is an Investment Advisor Representative working at Arbor Point Advisors in Stuart, FL and has over 31 years of experience in the finance industry.
Shad Thomas (CRD# 7645948) is an Investment Advisor Representative working at Stamford Bridge Wealth Management LLC in Stuart, FL and has 1 year of experience in the finance industry. Shad Thomas 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.
Alyssa Abbate (CRD# 6980780) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Vero Beach, FL and has over 5 years of experience in the finance industry.
Marc Aiken (CRD# 1076829) is an Investment Advisor Representative working at Securities Research, Inc. in Vero Beach, FL and has over 39 years of experience in the finance industry.
Ronald Baliton (CRD# 2413681) is an Investment Advisor Representative working at Lpl Financial LLC in Vero Beach, FL and has over 30 years of experience in the finance industry.
Edward Bamberg (CRD# 2693807) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vero Beach, FL and has over 28 years of experience in the finance industry. Edward Bamberg 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.
David Banack (CRD# 2145432) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Port Saint Lucie, FL and has over 32 years of experience in the finance industry.
Kathryn Barton (CRD# 4314762) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.