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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
James Bouterse (CRD# 1424183) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palmetto, FL and has 1 year of experience in the finance industry.
Jacki Farrar (CRD# 5997549) is an Investment Advisor Representative working at Integrity Financial Strategies in Palmetto, FL and has over 11 years of experience in the finance industry. Jacki Farrar 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.
Stephanie Farrar (CRD# 2875385) is an Investment Advisor Representative working at Integrity Financial Strategies in Palmetto, FL and has over 26 years of experience in the finance industry.
Fred Forbes (CRD# 719942) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palmetto, FL and has over 40 years of experience in the finance industry.
Doris Howland (CRD# 4360903) is an Investment Advisor Representative working at Howland And Associates, LLC in Palmetto, FL and has 1 year of experience in the finance industry.
Roger Markle (CRD# 2877363) is an Investment Advisor Representative working at Rgm Financial Group, Inc. in Palmetto, FL and has over 26 years of experience in the finance industry.
Kevin Smith (CRD# 4024989) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Palmetto, FL and has over 24 years of experience in the finance industry.
Brittany Stewart (CRD# 6115149) is an Investment Advisor Representative working at Edward Jones in Palmetto, FL and has over 11 years of experience in the finance industry.
David Thomas (CRD# 4576125) is an Investment Advisor Representative working at Lpl Financial LLC in Palmetto, FL and has over 21 years of experience in the finance industry.
Tram Nguyen (CRD# 7783137) is an Investment Advisor Representative working at Edward Jones in Palmetto, FL and has 1 year of experience in the finance industry.