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Distance Only Jensen Beach, 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
Harry Bayard (CRD# 3163305) is an Investment Advisor Representative working at Lpl Financial LLC in Jensen Beach, FL and has over 21 years of experience in the finance industry.
Catherine Fisher (CRD# 5411452) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jensen Beach, FL and has over 16 years of experience in the finance industry. Catherine Fisher 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.
Claire Holmes (CRD# 1474464) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jensen Beach, FL and has over 37 years of experience in the finance industry.
David Rosendahl (CRD# 3098412) is an Investment Advisor Representative working at Edward Jones in Jensen Beach, FL and has over 25 years of experience in the finance industry.
Patricia Rosendahl (CRD# 1766017) is an Investment Advisor Representative working at Edward Jones in Jensen Beach, FL and has over 36 years of experience in the finance industry.
Marie Sieber (CRD# 4128435) is an Investment Advisor Representative working at Lpl Financial LLC in Jensen Beach, FL and has over 24 years of experience in the finance industry.
Caron Whitlach (CRD# 5715078) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Jensen Beach, FL and has over 14 years of experience in the finance industry.
Robert Whitlach (CRD# 5294211) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Jensen Beach, FL and has over 16 years of experience in the finance industry.
Heather Bleier (CRD# 7319026) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Jensen Beach, FL and has over 3 years of experience in the finance industry.
Daniel Harris (CRD# 7628127) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jensen Beach, FL and has 1 year of experience in the finance industry.