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Distance Only Plantation, 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
William Merrigan (CRD# 6070109) is an Investment Advisor Representative working at Morgan Stanley in Plantation, FL and has over 11 years of experience in the finance industry.
Terry Morris (CRD# 2460504) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Plantation, FL and has over 30 years of experience in the finance industry.
Ronald Myers (CRD# 2719227) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Plantation, FL and has over 28 years of experience in the finance industry. Ronald Myers 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.
Joseph Namm (CRD# 2850184) is an Investment Advisor Representative working at Namm Financial LLC in Plantation, FL and has over 27 years of experience in the finance industry. Joseph Namm 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.
Charles Nesmith (CRD# 5954753) is an Investment Advisor Representative working at Tobias Financial Advisors in Plantation, FL and has over 12 years of experience in the finance industry. Charles Nesmith 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.
Steven Newman (CRD# 4586292) is an Investment Advisor Representative working at Newmarket Advisors, Inc. in Plantation, FL and has over 21 years of experience in the finance industry.
James O'halloran (CRD# 2850664) is an Investment Advisor Representative working at Mg&a Wealth in Plantation, FL and has over 27 years of experience in the finance industry.
Joel Palatnik (CRD# 3147356) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 19 years of experience in the finance industry.
Julius Pappas (CRD# 2899904) is an Investment Advisor Representative working at Lpl Financial LLC in Plantation, FL and has over 15 years of experience in the finance industry.
David Pettit (CRD# 3035332) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plantation, FL and has over 17 years of experience in the finance industry.