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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
Henry Bertot (CRD# 6192515) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Titusville, FL and has over 10 years of experience in the finance industry.
Deborah Brackett (CRD# 4214666) is an Investment Advisor Representative working at Edward Jones in Titusville, FL and has over 14 years of experience in the finance industry.
Casey Crouch (CRD# 5089834) is an Investment Advisor Representative working at Edward Jones in Titusville, FL and has over 18 years of experience in the finance industry.
Michael Guarino (CRD# 2647722) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Titusville, FL and has over 28 years of experience in the finance industry.
Kerry Kennedy (CRD# 2864317) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Titusville, FL and has over 27 years of experience in the finance industry.
Foster Lytle (CRD# 6697576) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Titusville, FL and has over 6 years of experience in the finance industry.
John Nicklas (CRD# 3102945) is an Investment Advisor Representative working at Avantax Advisory Services in Titusville, FL and has over 25 years of experience in the finance industry.
Donald Quirk (CRD# 2393276) is an Investment Advisor Representative working at Next Financial Group, Inc. in Titusville, FL and has over 30 years of experience in the finance industry.
Stanley Retz (CRD# 2955340) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Titusville, FL and has over 26 years of experience in the finance industry.
Daniel Rivera (CRD# 2508424) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Titusville, FL and has over 29 years of experience in the finance industry. Daniel Rivera 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.