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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
Christopher Haysley (CRD# 2463767) is an Investment Advisor Representative working at Haysley Financial Services, Inc. in Lake Mary, FL and has over 30 years of experience in the finance industry. Christopher Haysley 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.
George Jackson (CRD# 1688317) is an Investment Advisor Representative working at Mcdonough Capital Management, Inc. in Lake Mary, FL and has over 32 years of experience in the finance industry. George Jackson 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.
Matthew Jackson (CRD# 6393780) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 9 years of experience in the finance industry.
Taji Jacob (CRD# 5011397) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 17 years of experience in the finance industry.
Raymond Johnson (CRD# 1889123) is an Investment Advisor Representative working at Steadfast Financial Services in Lake Mary, FL and has over 30 years of experience in the finance industry.
Audrey Jones (CRD# 2445467) is an Investment Advisor Representative working at Financial Life Designs LLC in Lake Mary, FL and has over 21 years of experience in the finance industry. Audrey Jones 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.
Chad Justice (CRD# 4788183) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 19 years of experience in the finance industry.
Jane Keller (CRD# 4525909) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 22 years of experience in the finance industry.
Junior Kemraj (CRD# 5854547) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 12 years of experience in the finance industry.
Sandy King (CRD# 5992503) is an Investment Advisor Representative working at Alconbury Trust L.l.c in Lake Mary, FL and has over 15 years of experience in the finance industry.
We work with British Nationals now living in the US or Americans who worked in the UK and built up pensions and investments in the UK. We have options for UK Pensions and investments if you are no longer returning to the UK.
Is your pension still in the UK? We provide assistance and advice relating to UK Pensions and investments.