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Distance Only Ormond Beach, 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
Wayne Berna (CRD# 2788280) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ormond Beach, FL and has over 27 years of experience in the finance industry.
Andrea Bishop (CRD# 5384853) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 14 years of experience in the finance industry.
Brandy Boone (CRD# 4428238) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ormond Beach, FL and has over 17 years of experience in the finance industry.
Dennis Casey (CRD# 5508711) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ormond Beach, FL and has over 15 years of experience in the finance industry.
Elias Chaikin (CRD# 6144766) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ormond Beach, FL and has over 10 years of experience in the finance industry. Elias Chaikin 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.
Tyler Coe (CRD# 6605982) is an Investment Advisor Representative working at Lpl Financial LLC in Ormond Beach, FL and has over 7 years of experience in the finance industry.
Brian Colubiale (CRD# 3221571) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ormond Beach, FL and has over 24 years of experience in the finance industry.
Serge D'adesky (CRD# 1576399) is an Investment Advisor Representative working at Northstar Strategic Investments Inc. in Ormond Beach, FL and has over 15 years of experience in the finance industry.
John Downey (CRD# 2482757) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 29 years of experience in the finance industry. John Downey 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.
Jane Eddy (CRD# 1617771) is an Investment Advisor Representative working with National Planning Corporation ("npc Of America" In Fl & Ny) in Ormond Beach, FL and has close to 30 years of experience in the finance industry. Jane assists and educates clients on non-traditional wealth strategies for building, accumulating and distributing assets efficiently. With so many unknown variables disrupting asset accumulation and distribution objectives, Jane uses strategies that not only directly reduce risk and taxes but put people, not institutions, in control of their wealth.