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Distance Only Davie, 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
Jose Valenzuela (CRD# 2425543) is an Investment Advisor Representative working at Cpr Investments Inc. in Davie, FL and has over 14 years of experience in the finance industry.
Gregory Vitale (CRD# 2956540) is an Investment Advisor Representative working at Avantax Advisory Services in Davie, FL and has over 26 years of experience in the finance industry. Gregory Vitale 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.
Kevin Wehn (CRD# 2871693) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Davie, FL and has over 17 years of experience in the finance industry.
Renzo Barredo (CRD# 5734568) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Davie, FL and has over 3 years of experience in the finance industry.
Garold Casterline (CRD# 7829415) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Davie, FL and has 1 year of experience in the finance industry.
Oyinka Coakley (CRD# 7676033) is an Investment Advisor Representative working at Tep Financial Solutions LLC in Davie, FL and has 1 year of experience in the finance industry.
Alain Guerra Diaz (CRD# 7563575) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Davie, FL and has 1 year of experience in the finance industry.
Deborah Mansour (CRD# 7033642) is an Investment Advisor Representative working at Edward Jones in Davie, FL and has 1 year of experience in the finance industry.
David Mobley (CRD# 7298120) is an Investment Advisor Representative working at Primerica Advisors in Davie, FL and has over 3 years of experience in the finance industry.
Karl Nyberg (CRD# 6640759) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Davie, FL and has over 7 years of experience in the finance industry.