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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
Mitchell Houser (CRD# 6493857) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winter Park, FL and has over 7 years of experience in the finance industry.
Adriel Irizarry (CRD# 6797241) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Winter Park, FL and has over 6 years of experience in the finance industry.
Alan Jardeleza (CRD# 3011932) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 18 years of experience in the finance industry.
Virginia Johansmeyer (CRD# 1518730) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 21 years of experience in the finance industry.
Daniel Johnson (CRD# 4761575) is an Investment Advisor Representative working at Mariner Institutional, LLC in Winter Park, FL and has over 18 years of experience in the finance industry.
Gordon Johnson (CRD# 3176300) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winter Park, FL and has over 25 years of experience in the finance industry.
Jason Johnson (CRD# 2015839) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Park, FL and has over 34 years of experience in the finance industry.
Allen Jones (CRD# 2650383) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winter Park, FL and has over 27 years of experience in the finance industry.
Mark Kaczmarek (CRD# 4908493) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Winter Park, FL and has over 18 years of experience in the finance industry.
James Kauchak (CRD# 1574203) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 13 years of experience in the finance industry. James Kauchak 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.