-
Distance Only Winter Haven, FL
-
COMPENSATION Either
-
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
Patricia Wells (CRD# 1233407) is an Investment Advisor Representative working at Wells Investments, Inc. in Winter Haven, FL and has over 39 years of experience in the finance industry.
Mark Williams (CRD# 4631220) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 20 years of experience in the finance industry.
Nathan Boston (CRD# 7180808) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 3 years of experience in the finance industry.
Brett Geric (CRD# 7331396) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 2 years of experience in the finance industry.
Nicholas Geric (CRD# 7168179) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 3 years of experience in the finance industry.
Calin Gribbin (CRD# 7334655) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has 1 year of experience in the finance industry.
Melissa Kincaid (CRD# 7449985) is an Investment Advisor Representative working at Edward Jones in Winter Haven, FL and has over 2 years of experience in the finance industry.
Brittney Oakes (CRD# 7308909) is an Investment Advisor Representative working at Edward Jones in Winter Haven, FL and has over 3 years of experience in the finance industry.
Lance Pearce (CRD# 6226270) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Winter Haven, FL and has over 6 years of experience in the finance industry.
Douglas Rathbun (CRD# 7267034) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 3 years of experience in the finance industry.