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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
Theresa Pohlman (CRD# 2295884) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 28 years of experience in the finance industry.
Marcel Pope (CRD# 2883027) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 26 years of experience in the finance industry. Marcel Pope 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.
Scott Roslonowski (CRD# 4795893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Indian Harbour Beach, FL and has over 19 years of experience in the finance industry.
David Ryan (CRD# 5886402) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 12 years of experience in the finance industry.
Russell Stuart (CRD# 5760623) is an Investment Advisor Representative working at Edward Jones in Indian Harbour Beach, FL and has over 14 years of experience in the finance industry.
Katherine Vansant (CRD# 6459195) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Indian Harbour Beach, FL and has over 7 years of experience in the finance industry.
Matthew Bourlier (CRD# 7673067) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Indian Harbour Beach, FL and has 1 year of experience in the finance industry.
Daniel Rendon (CRD# 7389980) is an Investment Advisor Representative working at First Command Advisory Services in Indian Harbour Beach, FL and has over 2 years of experience in the finance industry.
Michelle Smith (CRD# 6661779) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 3 years of experience in the finance industry.
Brenda Abramski (CRD# 5384856) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 16 years of experience in the finance industry.