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Distance Only West Palm 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
Robert Dunkin (CRD# 5808739) is an Investment Advisor Representative working at Cresset Asset Management, LLC in West Palm Beach, FL and has over 13 years of experience in the finance industry.
Kathleen Eastwick (CRD# 1011588) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Palm Beach, FL and has over 27 years of experience in the finance industry.
Christopher Eble (CRD# 4323788) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has over 23 years of experience in the finance industry. Christopher Eble 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.
Phillip Edwards (CRD# 1524492) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in West Palm Beach, FL and has over 13 years of experience in the finance industry.
Keith Egbert (CRD# 6006987) is an Investment Advisor Representative working at The Ayco Company, LP in West Palm Beach, FL and has over 11 years of experience in the finance industry.
Mark Elhilow (CRD# 2948028) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 26 years of experience in the finance industry.
Keith Epstein (CRD# 2519258) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Palm Beach, FL and has over 29 years of experience in the finance industry. Keith Epstein 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.
Douglas Esenwine (CRD# 6436068) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has over 8 years of experience in the finance industry.
Samuel Faria (CRD# 6530928) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Palm Beach, FL and has over 7 years of experience in the finance industry.
Lori Fernicola (CRD# 4224547) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has over 18 years of experience in the finance industry. Lori Fernicola 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.