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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
Daniel Quirk (CRD# 6739784) is an Investment Advisor Representative working at Bucket List Wealth Management, LLC in The Villages, FL and has over 7 years of experience in the finance industry.
Dennis Rasmussen (CRD# 4339785) is an Investment Advisor Representative working at Rasmussen Financial in The Villages, FL and has over 22 years of experience in the finance industry.
Thomas Romanac (CRD# 1282585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 37 years of experience in the finance industry.
Jorge Romero (CRD# 5420761) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in The Villages, FL and has over 15 years of experience in the finance industry. Jorge Romero 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.
Kelly Sandro (CRD# 4977053) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has over 18 years of experience in the finance industry. Kelly Sandro 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.
Steven Saylor (CRD# 3155003) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 25 years of experience in the finance industry.
John Schatz (CRD# 830300) is an Investment Advisor Representative working at Commonwealth Financial Network in The Villages, FL and has over 35 years of experience in the finance industry. John Schatz 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.
Kristin Schult (CRD# 5614268) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 15 years of experience in the finance industry.
Chad Seman (CRD# 6848809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 6 years of experience in the finance industry.
Dustin Shaw (CRD# 5085571) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 17 years of experience in the finance industry.