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Distance Only Lake Worth, FL
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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
Christophe Palabe (CRD# 2712258) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Worth, FL and has over 28 years of experience in the finance industry.
Dana Perez (CRD# 5934784) is an Investment Advisor Representative working at Mariaca Wealth Management, LLC in Lake Worth, FL and has over 12 years of experience in the finance industry. Dana Perez 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.
Michael Petrizzi (CRD# 1867942) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lake Worth, FL and has over 35 years of experience in the finance industry. Michael Petrizzi 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.
Barbara Phipps (CRD# 4565963) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Lake Worth, FL and has over 16 years of experience in the finance industry.
Peter Ranta (CRD# 1388086) is an Investment Advisor Representative working at Independent Financial Partners in Lake Worth, FL and has over 38 years of experience in the finance industry.
George Rohloff (CRD# 2160441) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Lake Worth, FL and has over 32 years of experience in the finance industry.
David Savitz (CRD# 811643) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Worth, FL and has over 40 years of experience in the finance industry. David Savitz 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.
Carol Sherr (CRD# 2005880) is an Investment Advisor Representative working at Brooks Financial Advisory Group,inc. in Lake Worth, FL and has over 34 years of experience in the finance industry.
Michael Stubbs (CRD# 5150072) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lake Worth, FL and has over 16 years of experience in the finance industry.
Barbara Wooden (CRD# 4921913) is an Investment Advisor Representative working at Primerica Advisors in Lake Worth, FL and has over 18 years of experience in the finance industry.