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Distance Metro area (25 miles)
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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 Bower (CRD# 6752614) is an Investment Advisor Representative working at Edward Jones in Temple Terrace, FL and has over 6 years of experience in the finance industry.
Steven Bregman (CRD# 2962185) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Temple Terrace, FL and has over 26 years of experience in the finance industry. Steven Bregman 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.
Franklin Lefler (CRD# 2426637) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Temple Terrace, FL and has over 22 years of experience in the finance industry. Franklin Lefler 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.
Rey McCabe (CRD# 6550714) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Temple Terrace, FL and has over 8 years of experience in the finance industry.
James Morin (CRD# 2740312) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Temple Terrace, FL and has over 27 years of experience in the finance industry.
Tamara Oneal (CRD# 1724270) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Temple Terrace, FL and has over 28 years of experience in the finance industry.
Tameka Smart (CRD# 4957967) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Temple Terrace, FL and has over 16 years of experience in the finance industry.
Walter Williams (CRD# 3048934) is an Investment Advisor Representative working at Commonwealth Financial Network in Temple Terrace, FL and has over 25 years of experience in the finance industry. Walter Williams 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.
Andres Cartaya (CRD# 7397368) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Temple Terrace, FL and has 1 year of experience in the finance industry.
Ian Hamilton (CRD# 7513735) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Temple Terrace, FL and has 1 year of experience in the finance industry.