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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
One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.
Thomas knew immediately that he needed to do something to prevent this tragedy from happening...
Marsha Peterson (CRD# 1894422) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 18 years of experience in the finance industry.
Mark Pettinga (CRD# 2535819) is an Investment Advisor Representative working at Pettinga Financial Advisors, LLC in Vero Beach, FL and has over 29 years of experience in the finance industry. Mark Pettinga 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.
Dean Phillips (CRD# 1806473) is an Investment Advisor Representative working at Lpl Financial LLC in Vero Beach, FL and has over 28 years of experience in the finance industry.
John Pierce (CRD# 4483926) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 21 years of experience in the finance industry.
Robert Polackwich (CRD# 4584978) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 22 years of experience in the finance industry.
David Polhill (CRD# 4343339) 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.
Carleen Porreca (CRD# 4268408) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 9 years of experience in the finance industry.
Joseph Price (CRD# 1103380) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Vero Beach, FL and has over 39 years of experience in the finance industry.
Pamela Punkar (CRD# 1279968) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 39 years of experience in the finance industry.
Kristen Ragusin (CRD# 2291576) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Vero Beach, FL and has over 31 years of experience in the finance industry.