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Distance Only Winter Park, 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
Brian Liden (CRD# 4046820) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Park, FL and has over 24 years of experience in the finance industry.
Jeroen Linders (CRD# 6473178) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 9 years of experience in the finance industry.
Cole Linquist (CRD# 6234099) is an Investment Advisor Representative working at Fortress Wealth Group in Winter Park, FL and has over 9 years of experience in the finance industry. Cole Linquist 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.
Jose Lopez (CRD# 4618807) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winter Park, FL and has over 20 years of experience in the finance industry.
Daniel Luber (CRD# 5785605) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Park, FL and has over 13 years of experience in the finance industry.
Daniel Lugasi (CRD# 5776589) is an Investment Advisor Representative working at Vl Capital Management LLC in Winter Park, FL and has over 9 years of experience in the finance industry.
Misael Lugo (CRD# 6022905) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winter Park, FL and has over 8 years of experience in the finance industry.
Renee Maloney (CRD# 5619890) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 15 years of experience in the finance industry. Renee Maloney 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.
Patricia Manley (CRD# 1454385) is an Investment Advisor Representative working at Financial Advisory Partners, LLC in Winter Park, FL and has over 16 years of experience in the finance industry.
Lawrence Marsh (CRD# 842082) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 40 years of experience in the finance industry.