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Distance Only Winter Haven, FL
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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
Michael Kennedy (CRD# 5693794) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Haven, FL and has over 14 years of experience in the finance industry.
Joseph Kolad (CRD# 4297877) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 21 years of experience in the finance industry.
Ryan Layton (CRD# 4817503) is an Investment Advisor Representative working at Emeraldspark Investments in Winter Haven, FL and has over 19 years of experience in the finance industry.
Rachel Lobdell (CRD# 4005416) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 24 years of experience in the finance industry.
Anthony Locascio (CRD# 1174736) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Winter Haven, FL and has over 40 years of experience in the finance industry. Anthony Locascio 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.
Michael Maddox (CRD# 5708200) is an Investment Advisor Representative working at Primerica Advisors in Winter Haven, FL and has over 12 years of experience in the finance industry.
Buddy Mason (CRD# 1721391) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 24 years of experience in the finance industry.
Adam Mayfield (CRD# 6418760) is an Investment Advisor Representative working at Edward Jones in Winter Haven, FL and has over 9 years of experience in the finance industry.
Thomas Oldt (CRD# 2532016) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 28 years of experience in the finance industry.
Heidy Pagan (CRD# 2712680) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winter Haven, FL and has over 6 years of experience in the finance industry.