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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
Brian Greco (CRD# 6771535) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 4 years of experience in the finance industry. Brian Greco 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.
Jose Guevara (CRD# 6505470) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wesley Chapel, FL and has over 8 years of experience in the finance industry.
Griffin Guinta (CRD# 7865028) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.
Bryan Hamer (CRD# 6392618) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 4 years of experience in the finance industry.
Adam Leone (CRD# 7812445) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.
Robert Leone (CRD# 2530906) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.
Michael Lysenko (CRD# 2076360) is an Investment Advisor Representative working at Private Advisor Group, LLC in Wesley Chapel, FL and has over 33 years of experience in the finance industry.
Natalie Matos (CRD# 3086589) is an Investment Advisor Representative working at Edward Jones in Wesley Chapel, FL and has over 11 years of experience in the finance industry.
Gregory Melanson (CRD# 4764945) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wesley Chapel, FL and has over 19 years of experience in the finance industry.
Mounia Mokdad (CRD# 7810531) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry. Mounia Mokdad 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.