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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
Darcy Jones (CRD# 4265412) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Plano, TX and has over 14 years of experience in the finance industry. Darcy Jones 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.
Franklin Lefler (CRD# 2426637) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Temple Terrace, FL and has over 22 years of experience in the finance industry. Franklin Lefler 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.
Tiffany Leroy (CRD# 5388891) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Wesley Chapel, FL and has over 15 years of experience in the finance industry. Tiffany Leroy 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.
Rey McCabe (CRD# 6550714) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Temple Terrace, FL and has over 8 years of experience in the finance industry.
Vernon McClelland (CRD# 6446825) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Land O'Lakes, FL and has over 9 years of experience in the finance industry.
Marcelo Miano (CRD# 2561094) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 29 years of experience in the finance industry.
Sita Monti (CRD# 3204754) is an Investment Advisor Representative working at Morgan Stanley in Temple Terrace, FL and has over 25 years of experience in the finance industry. Sita Monti 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.
James Morin (CRD# 2740312) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Temple Terrace, FL and has over 27 years of experience in the finance industry.
Cynthia Niesen (CRD# 4686933) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 20 years of experience in the finance industry. Cynthia Niesen 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 Notz (CRD# 2910896) is an Investment Advisor Representative working at Morgan Stanley in Temple Terrace, FL and has over 26 years of experience in the finance industry.