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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
Celestin Martin (CRD# 6372688) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 10 years of experience in the finance industry. Celestin Martin 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.
George Mathis (CRD# 4271854) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 23 years of experience in the finance industry.
Robert McLaughlin (CRD# 4478815) is an Investment Advisor Representative working at Osaic Wealth, Inc. in The Villages, FL and has over 22 years of experience in the finance industry.
David Merrick (CRD# 1542660) is an Investment Advisor Representative working at Edward Jones in The Villages, FL and has over 37 years of experience in the finance industry.
Michael Micallef (CRD# 4022965) is an Investment Advisor Representative working at Edward Jones in The Villages, FL and has over 24 years of experience in the finance industry.
Zechariah Montera (CRD# 6954977) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 5 years of experience in the finance industry.
Robin Morgan (CRD# 3147414) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Villages, FL and has over 20 years of experience in the finance industry.
Richard Ness (CRD# 5931862) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in The Villages, FL and has over 12 years of experience in the finance industry.
John Newell (CRD# 6582644) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in The Villages, FL and has over 8 years of experience in the finance industry.
Chad Noble (CRD# 4774817) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 19 years of experience in the finance industry.