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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
Matthew Ferratusco (CRD# 5995653) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 11 years of experience in the finance industry.
Paul Fimognari (CRD# 1225031) is an Investment Advisor Representative working at Eagle Strategies LLC in Winter Park, FL and has over 40 years of experience in the finance industry. Paul Fimognari 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.
Lewis Fisher (CRD# 2074302) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winter Park, FL and has over 24 years of experience in the finance industry.
Sherri Ford (CRD# 4008839) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Park, FL and has over 9 years of experience in the finance industry.
Lynn Freshwater (CRD# 2401975) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 30 years of experience in the finance industry.
Crystal Garner (CRD# 4553727) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Winter Park, FL and has over 21 years of experience in the finance industry.
Kelly Gegerson (CRD# 7055228) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 4 years of experience in the finance industry.
Eugene Geibig (CRD# 1286671) is an Investment Advisor Representative working at Morgan Stanley in Winter Park, FL and has over 37 years of experience in the finance industry.
Kaywan Ghazizadeh (CRD# 5701817) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Winter Park, FL and has over 14 years of experience in the finance industry. Kaywan Ghazizadeh 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 Glantz (CRD# 6388681) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 9 years of experience in the finance industry.