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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...
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.
James Hart (CRD# 1160715) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vero Beach, FL and has over 40 years of experience in the finance industry.