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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
Ronaldo Bastos (CRD# 7288368) is an Investment Advisor Representative working at Weston Capital Insights in Weston, FL and has over 3 years of experience in the finance industry.
David Drummond (CRD# 5739830) is an Investment Advisor Representative working at Planmember Securities Corporation in Weston, FL and has over 3 years of experience in the finance industry.
Karla Fitzgerald (CRD# 6915978) is an Investment Advisor Representative working at Cope Corrales in Weston, FL and has 1 year of experience in the finance industry.
Raquel Forman (CRD# 7437570) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has 1 year of experience in the finance industry.
Spencer Greenfeder (CRD# 7066349) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 4 years of experience in the finance industry.
Christopher Herling (CRD# 7205583) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 3 years of experience in the finance industry.
Angela Kwon (CRD# 7857784) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has 1 year of experience in the finance industry.
Andres Manjarres (CRD# 6264768) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 9 years of experience in the finance industry.
Patrick McNicholas (CRD# 7155960) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 3 years of experience in the finance industry.
Daniel Pico (CRD# 4712211) is an Investment Advisor Representative working at Eagle Strategies LLC in Weston, FL and has over 18 years of experience in the finance industry.