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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
Alain Dieguez Herrera (CRD# 4956774) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Weston, FL and has over 18 years of experience in the finance industry.
Frederick Drummond (CRD# 5157694) is an Investment Advisor Representative working at Planmember Securities Corporation in Weston, FL and has over 15 years of experience in the finance industry.
Juan Carlos Espinal (CRD# 5292178) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Weston, FL and has over 16 years of experience in the finance industry.
Olga Espiritu (CRD# 5310820) is an Investment Advisor Representative working at Lpl Financial LLC in Weston, FL and has over 16 years of experience in the finance industry. Olga Espiritu 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.
Sherwood Forman (CRD# 6393632) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has over 6 years of experience in the finance industry.
Neltrice Forrester (CRD# 2768885) is an Investment Advisor Representative working at Avantax Advisory Services in Weston, FL and has over 27 years of experience in the finance industry.
Nicole Freites (CRD# 5359585) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 11 years of experience in the finance industry.
Juan Giron (CRD# 6565112) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 6 years of experience in the finance industry.
Stephen Greenberg (CRD# 2705818) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Weston, FL and has over 24 years of experience in the finance industry.