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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
Norman Hurwitz (CRD# 253858) is an Investment Advisor Representative working at Spc in Bay Harbor Islands, FL and has over 39 years of experience in the finance industry.
Ivan Acimovic (CRD# 7605011) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bay Harbor Islands, FL and has 1 year of experience in the finance industry.
Michael Mailey (CRD# 5588634) is an Investment Advisor Representative working at Lpl Financial LLC in Bay Harbor Islands, FL and has over 11 years of experience in the finance industry.
Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor located within the Miami Coral Gables area. It is our ultimate goal to provide individuals, families and business owners with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. Our firm focuses on Financial Planning and Asset Management for individuals and small business owners. We believe that individuals are best served when their investments are systematically aligned with their financial goals and objectives.
For more than 20 years, Mario Yngerto has followed...
Christopher Conness (CRD# 4778193) is an Investment Advisor Representative working at Global Wealth Managment in Fort Lauderdale, FL and has over 11 years of experience in the finance industry.
Investment Advisor Representative & Registered Representative, Author and South Florida native C. Grant Conness services South Florida individuals and families whom he assists with retirement and estate planning aspirations. Mr. Conness brings a high degree of trust, integrity and service in working with his clients. His dedication has earned him the respect of the South Florida community of which he...
Hans Abate (CRD# 4563511) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 21 years of experience in the finance industry.
Denise Abi-Fadel (CRD# 4396600) is an Investment Advisor Representative working at Mml Investors Services, LLC in Coral Gables, FL and has 1 year of experience in the finance industry. Denise Abi-Fadel 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.
Angela Abrascio-Ramos (CRD# 4291556) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 23 years of experience in the finance industry.
Carlos Abreu (CRD# 6814558) is an Investment Advisor Representative working at Primerica Advisors in Miami Lakes, FL and has over 6 years of experience in the finance industry.
Oswaldo Abreu (CRD# 4532747) is an Investment Advisor Representative working at Itau International Securities Inc. in Miami, FL and has over 21 years of experience in the finance industry.