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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
Katherine Dalberth (CRD# 7370076) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 2 years of experience in the finance industry.
Kayla Davis (CRD# 6486467) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has 1 year of experience in the finance industry.
James Delahanty (CRD# 2578416) is an Investment Advisor Representative working at Mml Investors Services, LLC in The Villages, FL and has over 29 years of experience in the finance industry.
David Desantis (CRD# 7612887) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has 1 year of experience in the finance industry.
Michael Estevez (CRD# 7499951) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dunnellon, FL and has 1 year of experience in the finance industry.
Anastasia Fusco (CRD# 7222031) is an Investment Advisor Representative working at Talon Private Wealth, LLC in The Villages, FL and has over 2 years of experience in the finance industry.
Nicholas Govola (CRD# 7179559) is an Investment Advisor Representative working at Osaic Institutions, Inc. in The Villages, FL and has over 3 years of experience in the finance industry.
Rylee King (CRD# 7784400) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has 1 year of experience in the finance industry.
Robert Krehely (CRD# 7763461) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has 1 year of experience in the finance industry.
Todd Lietz (CRD# 7825585) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in The Villages, FL and has 1 year of experience in the finance industry.