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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
Jacob Carris (CRD# 5004910) is an Investment Advisor Representative working at Jake Carris Financial Planning in Orlando, FL and has over 18 years of experience in the finance industry. Jacob Carris 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.
Tanya Carroll (CRD# 4585258) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Park, FL and has over 21 years of experience in the finance industry.
Kevin Carson (CRD# 2508863) is an Investment Advisor Representative working at Morgan Stanley in Winter Park, FL and has over 30 years of experience in the finance industry. Kevin Carson 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 Carter (CRD# 2833057) is an Investment Advisor Representative working at Money Concepts Advisory Service in Winter Park, FL and has over 27 years of experience in the finance industry.
Kelly Cartier (CRD# 2938908) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clermont, FL and has over 26 years of experience in the finance industry. Kelly Cartier 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.
Pablo Casal Pereira (CRD# 6590156) is an Investment Advisor Representative working at Morgan Stanley in Orlando, FL and has over 7 years of experience in the finance industry.
Ricardo Cases (CRD# 4917228) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orlando, FL and has over 18 years of experience in the finance industry.
John Cash (CRD# 2329942) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Orlando, FL and has over 29 years of experience in the finance industry. John Cash 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.
Rolando Castano (CRD# 4803077) is an Investment Advisor Representative working at Nolan Capital Advisors LLC in Oviedo, FL and has over 19 years of experience in the finance industry.
Elkin Castillo (CRD# 5540057) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 15 years of experience in the finance industry.