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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
Darren Dawson (CRD# 3108572) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jupiter, FL and has over 25 years of experience in the finance industry. Darren Dawson 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.
Jon Deane (CRD# 2281659) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jupiter, FL and has over 31 years of experience in the finance industry.
Douglas Demay (CRD# 5087619) is an Investment Advisor Representative working at Esi Financial Advisors in Jupiter, FL and has over 18 years of experience in the finance industry.
Daniel Devine (CRD# 1026886) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 41 years of experience in the finance industry.
Phillip Doherty (CRD# 2627491) is an Investment Advisor Representative working at Mml Investors Services, LLC in Jupiter, FL and has over 21 years of experience in the finance industry.
Kathleen Donnelly (CRD# 1030266) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 13 years of experience in the finance industry. Kathleen Donnelly 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.
Keith Dubauskas (CRD# 2539511) is an Investment Advisor Representative working at One + One Wealth Management, LLC in Jupiter, FL and has over 11 years of experience in the finance industry.
Mark Elliott (CRD# 1029049) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jupiter, FL and has over 41 years of experience in the finance industry. Mark Elliott 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.
Candice Epp (CRD# 2720334) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 27 years of experience in the finance industry.
Carlos Farelo (CRD# 4827194) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jupiter, FL and has over 19 years of experience in the finance industry. Carlos Farelo 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.