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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
Ignacio Bartolomei (CRD# 2732955) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Windermere, FL and has over 26 years of experience in the finance industry.
Bryan Beloff (CRD# 5892086) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windermere, FL and has over 6 years of experience in the finance industry.
Peter Chamberlain (CRD# 821379) is an Investment Advisor Representative working at Brc Management LLC in Windermere, FL and has over 38 years of experience in the finance industry.
Kevin Collignon (CRD# 1185112) is an Investment Advisor Representative working at Principal Securities, Inc. in Windermere, FL and has over 18 years of experience in the finance industry. Kevin Collignon 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.
Beth Fleming-Brown (CRD# 2546493) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Windermere, FL and has over 29 years of experience in the finance industry.
Alejandro Gutierrez (CRD# 6901613) is an Investment Advisor Representative working at Primus Trust in Windermere, FL and has over 6 years of experience in the finance industry.
Dennis Merryfield (CRD# 3277072) is an Investment Advisor Representative working at Merryfield Barnes, LLC in Windermere, FL and has over 24 years of experience in the finance industry.
Andres Ortiz (CRD# 5219288) is an Investment Advisor Representative working at Iq Portfolios in Windermere, FL and has over 9 years of experience in the finance industry.
Samantha Philip (CRD# 5467101) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windermere, FL and has over 16 years of experience in the finance industry.
Rebecca True (CRD# 4474579) is an Investment Advisor Representative working at Triad Advisors, LLC in Windermere, FL and has over 22 years of experience in the finance industry.