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Distance Only Tavares, 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
Carol Mulcahy (CRD# 1468012) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 33 years of experience in the finance industry.
Audrey Ralicki (CRD# 5324890) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 11 years of experience in the finance industry. Audrey Ralicki 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.
Julie Riley (CRD# 4582884) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tavares, FL and has over 16 years of experience in the finance industry.
Thomas Ruggie (CRD# 2193305) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 28 years of experience in the finance industry. Thomas Ruggie 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.