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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
David Meglay (CRD# 4340916) is an Investment Advisor Representative working at Unified Wealth Management LLC in Oldsmar, FL and has over 23 years of experience in the finance industry. David Meglay 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.
Jeffrey Mizner (CRD# 3255158) is an Investment Advisor Representative working at Edward Jones in Oldsmar, FL and has over 24 years of experience in the finance industry.
Stavros Moforis (CRD# 6044154) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oldsmar, FL and has over 11 years of experience in the finance industry.
Doris Muller (CRD# 1460060) is an Investment Advisor Representative working at Edward Jones in Oldsmar, FL and has over 19 years of experience in the finance industry.
James Rickard (CRD# 3031126) is an Investment Advisor Representative working at Fundamental Investment Alliance Group, Inc. in Oldsmar, FL and has over 26 years of experience in the finance industry.
Kimberly Schiavo (CRD# 1400183) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oldsmar, FL and has over 30 years of experience in the finance industry.
James Stevenson (CRD# 2476658) is an Investment Advisor Representative working at Edward Jones in Oldsmar, FL and has over 12 years of experience in the finance industry.
Kathleen Van Fleet-Bailey (CRD# 2407398) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oldsmar, FL and has over 23 years of experience in the finance industry.
Nermine Bolos (CRD# 5248342) is an Investment Advisor Representative working at Unified Wealth Management LLC in Oldsmar, FL and has over 17 years of experience in the finance industry.
Lincoln Devine (CRD# 7583282) is an Investment Advisor Representative working at Camelot Wealth Management, LLC in Oldsmar, FL and has over 3 years of experience in the finance industry.