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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
Katie Buckler (CRD# 3007646) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 26 years of experience in the finance industry.
Rachel Buffalo (CRD# 6549246) is an Investment Advisor Representative working at Compound Planning in Orlando, FL and has over 8 years of experience in the finance industry. Rachel Buffalo 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.
Janet Burke (CRD# 1142679) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orlando, FL and has over 38 years of experience in the finance industry.
David Burns (CRD# 1392062) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 38 years of experience in the finance industry.
Christopher Bush (CRD# 5560718) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Orlando, FL and has over 15 years of experience in the finance industry.
Derrick Butterfield (CRD# 1709919) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 10 years of experience in the finance industry.
Amy Cadwell (CRD# 6071967) is an Investment Advisor Representative working at Cwm, LLC in Orlando, FL and has over 11 years of experience in the finance industry.
Scott Cadwell (CRD# 2300483) is an Investment Advisor Representative working at Cwm, LLC in Orlando, FL and has over 30 years of experience in the finance industry. Scott Cadwell 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.
Erwin Cajamarca (CRD# 2365529) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 30 years of experience in the finance industry.
Casey Caldwell (CRD# 6267535) is an Investment Advisor Representative working at Cnl Educational Institute, LLC in Orlando, FL and has over 7 years of experience in the finance industry.