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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
Joshua Vilardi (CRD# 4710627) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Trinity, FL and has over 20 years of experience in the finance industry.
Charles Walker (CRD# 1172857) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Trinity, FL and has over 38 years of experience in the finance industry. Charles Walker 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.
Harmon Wright (CRD# 1670292) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Trinity, FL and has over 36 years of experience in the finance industry.
April Bronson (CRD# 2980677) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Trinity, FL and has 1 year of experience in the finance industry.
Allan Leffler (CRD# 1136524) is an Investment Advisor Representative working at Ele Advisory Services, Inc. in Trinity, FL and has over 40 years of experience in the finance industry.
Damon Palestra (CRD# 6730185) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Trinity, FL and has 1 year of experience in the finance industry.
Michael Quattrochi (CRD# 6709841) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Trinity, FL and has over 2 years of experience in the finance industry.
Samuel Rockwell (CRD# 7068590) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Trinity, FL and has over 4 years of experience in the finance industry.
Thomas Solfio (CRD# 7569669) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Trinity, FL and has over 2 years of experience in the finance industry.
Charles Young (CRD# 6718268) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Trinity, FL and has over 6 years of experience in the finance industry.