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Distance Only Oviedo, 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
Deborah McMillen (CRD# 4939598) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Oviedo, FL and has over 18 years of experience in the finance industry.
Derrick Mims (CRD# 6167632) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 10 years of experience in the finance industry.
Steven Newman (CRD# 1133670) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Oviedo, FL and has over 40 years of experience in the finance industry. Steven Newman 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.
Scott Nickerson (CRD# 4561442) is an Investment Advisor Representative working at Lpl Financial LLC in Oviedo, FL and has over 21 years of experience in the finance industry.
Juan Novoa (CRD# 5307041) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 7 years of experience in the finance industry.
Nicholas Orenduff (CRD# 4862268) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 19 years of experience in the finance industry. Nicholas Orenduff 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.
James Patton (CRD# 4412150) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 21 years of experience in the finance industry.
David Payne (CRD# 1296269) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 24 years of experience in the finance industry.
Michael Payne (CRD# 6597183) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 7 years of experience in the finance industry.
Lillian Ramirez (CRD# 2523123) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Oviedo, FL and has over 19 years of experience in the finance industry.