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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
Mario Mendez (CRD# 6993117) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winter Garden, FL and has over 5 years of experience in the finance industry.
Steven Newell (CRD# 5932772) is an Investment Advisor Representative working at Newell Wealth Management, LLC in Winter Garden, FL and has over 12 years of experience in the finance industry.
Christopher Palermo (CRD# 4816320) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winter Garden, FL and has over 7 years of experience in the finance industry.
Andrew Prescott (CRD# 4877660) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Winter Garden, FL and has over 17 years of experience in the finance industry. Andrew Prescott 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.
Luis Rivera (CRD# 5736131) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winter Garden, FL and has over 13 years of experience in the finance industry.
John Sholtis (CRD# 1514318) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Garden, FL and has over 37 years of experience in the finance industry.
Greg Sokolow (CRD# 5720437) is an Investment Advisor Representative working at Lincoln Investment in Winter Garden, FL and has over 14 years of experience in the finance industry.
Rodney Talbot (CRD# 726020) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Garden, FL and has over 43 years of experience in the finance industry.
Ronda Wilson (CRD# 4854176) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Winter Garden, FL and has over 19 years of experience in the finance industry. Ronda Wilson 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.
Heath Black (CRD# 2889426) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Winter Garden, FL and has over 25 years of experience in the finance industry.