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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
Gregg Lynch (CRD# 6397425) is an Investment Advisor Representative working at Avantax Advisory Services in Dade City, FL and has over 9 years of experience in the finance industry.
Audrey Mancuso (CRD# 5324890) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 11 years of experience in the finance industry. Audrey Mancuso 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.
John Marcelia (CRD# 4187580) is an Investment Advisor Representative working at M Group in Winter Garden, FL and has over 23 years of experience in the finance industry.
Joseph Marone (CRD# 5025433) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 18 years of experience in the finance industry.
Lucas Marquez (CRD# 4808222) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocoee, FL and has over 14 years of experience in the finance industry.
Julianne Marrie (CRD# 6944036) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has 1 year of experience in the finance industry. Julianne Marrie 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.
Wendell Marshall (CRD# 2274890) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Dora, FL and has over 31 years of experience in the finance industry.
Celestin Martin (CRD# 6372688) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 10 years of experience in the finance industry. Celestin Martin 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.
Craig Martin (CRD# 3174945) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Winter Garden, FL and has over 25 years of experience in the finance industry.
Daniela Martinez (CRD# 6455591) is an Investment Advisor Representative working at Edward Jones in Clermont, FL and has over 9 years of experience in the finance industry.