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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
Troy Sorel (CRD# 5685101) is an Investment Advisor Representative working at Slatestone Wealth LLC in Weston, FL and has over 11 years of experience in the finance industry.
Jason Stoss (CRD# 5246493) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 17 years of experience in the finance industry.
George Suarez (CRD# 2148953) is an Investment Advisor Representative working at Emfo, LLC in Weston, FL and has over 8 years of experience in the finance industry.
Camilo Vilchez (CRD# 5682694) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Weston, FL and has over 13 years of experience in the finance industry. Camilo Vilchez 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.
Alvaro Villacres (CRD# 6457036) 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.
Laura Walsh (CRD# 2792453) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has over 27 years of experience in the finance industry. Laura Walsh 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.
Jerry Willenborg (CRD# 1734719) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Weston, FL and has over 33 years of experience in the finance industry.
Burvell Williams (CRD# 3077683) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 19 years of experience in the finance industry.
Eleazar Ayala (CRD# 6627316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 7 years of experience in the finance industry.