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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
James Gilbert (CRD# 2210111) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Aiken, SC and has over 24 years of experience in the finance industry. James Gilbert 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.
Jeremy Goldberg (CRD# 6514750) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has 1 year of experience in the finance industry.
Howard Goldson (CRD# 4293197) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 23 years of experience in the finance industry.
Christie Green (CRD# 1866386) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 17 years of experience in the finance industry.
David Griffis (CRD# 1964522) is an Investment Advisor Representative working at Naples Global Advisors in Vero Beach, FL and has over 34 years of experience in the finance industry.
Ramesh Gulati (CRD# 2294321) is an Investment Advisor Representative working at Gulati Asset Management LLC in Vero Beach, FL and has over 31 years of experience in the finance industry. Ramesh Gulati 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.
Lisa Guthrie (CRD# 3275894) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.
Joanne Hackenburg (CRD# 1006977) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Vero Beach, FL and has over 38 years of experience in the finance industry.
Robert Hagstrom (CRD# 1175438) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Vero Beach, FL and has over 32 years of experience in the finance industry.
Matthew Hamilton (CRD# 6841584) is an Investment Advisor Representative working at Commonwealth Financial Network in Vero Beach, FL and has over 6 years of experience in the finance industry.