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Distance Only Vero Beach, FL
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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 Mace (CRD# 4309545) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vero Beach, FL and has over 23 years of experience in the finance industry.
Betty Marzec (CRD# 6837268) is an Investment Advisor Representative working at Edward Jones in Vero Beach, FL and has over 6 years of experience in the finance industry.
James Mark McLaughlin (CRD# 1106761) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Vero Beach, FL and has over 41 years of experience in the finance industry.
Joy Mead (CRD# 1730787) is an Investment Advisor Representative working at Mead Wealth Management LLC in Vero Beach, FL and has over 35 years of experience in the finance industry.
Sharon Merkle (CRD# 3222580) 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.
Alvin Miller (CRD# 3248292) is an Investment Advisor Representative working at Primerica Advisors in Vero Beach, FL and has over 8 years of experience in the finance industry.
Francis Milo (CRD# 2220773) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 30 years of experience in the finance industry.
Jeannette Monroe (CRD# 4584325) is an Investment Advisor Representative working at Rehmann Wealth in Vero Beach, FL and has over 21 years of experience in the finance industry.
Kyle Morgan (CRD# 2610322) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 28 years of experience in the finance industry.
William Murphy (CRD# 2280752) is an Investment Advisor Representative working at Park Avenue Securities LLC in Vero Beach, FL and has over 31 years of experience in the finance industry. William Murphy 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.