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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
Jeffrey Roth (CRD# 6533400) is an Investment Advisor Representative working at Edward Jones in Avon Park, FL and has over 8 years of experience in the finance industry.
Mark Rothman (CRD# 4477569) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lakeland, FL and has over 22 years of experience in the finance industry. Mark Rothman 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.
Carl Salvato (CRD# 2665099) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lakeland, FL and has over 15 years of experience in the finance industry.
Lynn Schmidt (CRD# 2902315) is an Investment Advisor Representative working at Avantax Advisory Services in Auburndale, FL and has over 26 years of experience in the finance industry.
Kerry Scott (CRD# 2544110) is an Investment Advisor Representative working at Edward Jones in Saint Cloud, FL and has over 15 years of experience in the finance industry.
Sterling Searcy (CRD# 6968364) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 6 years of experience in the finance industry.
Charles Secord (CRD# 4010417) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Haines City, FL and has over 15 years of experience in the finance industry.
Donna Seymour (CRD# 1714302) is an Investment Advisor Representative working at Ingram Advisory Services, LLC in Winter Haven, FL and has over 36 years of experience in the finance industry.
Michael Seymour (CRD# 1597042) is an Investment Advisor Representative working at Ingram Advisory Services, LLC in Winter Haven, FL and has over 36 years of experience in the finance industry.
Jesse Shaw (CRD# 4791248) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lakeland, FL and has over 6 years of experience in the finance industry.