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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
Charles Lee (CRD# 2988647) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Jupiter, FL and has over 26 years of experience in the finance industry. Charles Lee 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.
Robert Levin (CRD# 2713527) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 28 years of experience in the finance industry.
Cary Levine (CRD# 3127758) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Jupiter, FL and has over 24 years of experience in the finance industry.
William Liebowitz (CRD# 1555491) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 34 years of experience in the finance industry.
George Lopes (CRD# 1148569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 40 years of experience in the finance industry.
Virginia Lynn (CRD# 1924130) is an Investment Advisor Representative working at Wells Fargo Advisors in Jupiter, FL and has over 22 years of experience in the finance industry.
Thomas Marcacci (CRD# 2403671) is an Investment Advisor Representative working at Osaic Fa, Inc. in Jupiter, FL and has over 30 years of experience in the finance industry.
Christopher Marchica (CRD# 5589694) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 15 years of experience in the finance industry.
Julianna Marks (CRD# 4144914) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 18 years of experience in the finance industry.
Charles Massie (CRD# 4801524) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 16 years of experience in the finance industry. Charles Massie 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.