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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
Russell Diamond (CRD# 5723732) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wesley Chapel, FL and has over 14 years of experience in the finance industry. Russell Diamond 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.
Heather Dickens (CRD# 5448199) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wesley Chapel, FL and has over 15 years of experience in the finance industry.
Jeffrey Dierksheide (CRD# 5927331) is an Investment Advisor Representative working at Cuso Financial Services in Wesley Chapel, FL and has over 12 years of experience in the finance industry.
Paul Elliott (CRD# 6124672) is an Investment Advisor Representative working at Edward Jones in Wesley Chapel, FL and has over 11 years of experience in the finance industry.
Meredith Freeman (CRD# 4418577) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 22 years of experience in the finance industry.
Keith Garner (CRD# 5318725) is an Investment Advisor Representative working at Synovus Securities, Inc. in Wesley Chapel, FL and has over 16 years of experience in the finance industry.
Brian George (CRD# 5533597) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 15 years of experience in the finance industry.
Konstantinos Gotsis (CRD# 2684958) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 28 years of experience in the finance industry.
Richard Graff (CRD# 1256027) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Wesley Chapel, FL and has over 39 years of experience in the finance industry.
Gregg Guinta (CRD# 3187502) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 5 years of experience in the finance industry.