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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
Tyler Lawrence (CRD# 6873144) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 6 years of experience in the finance industry.
Steven Leatherman (CRD# 2804015) is an Investment Advisor Representative working at Primerica Advisors in Rockledge, FL and has over 18 years of experience in the finance industry.
Steven Libby (CRD# 1251264) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockledge, FL and has over 33 years of experience in the finance industry.
Samuel Lyons (CRD# 2103929) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockledge, FL and has over 15 years of experience in the finance industry.
John Malatino (CRD# 3019048) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rockledge, FL and has over 25 years of experience in the finance industry. John Malatino 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.
Peter Mannino (CRD# 5065902) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 17 years of experience in the finance industry.
Donald McGee (CRD# 1421707) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 38 years of experience in the finance industry.
Mathew McKelvey (CRD# 6021096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 12 years of experience in the finance industry.
Richard Miller (CRD# 2487987) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rockledge, FL and has over 27 years of experience in the finance industry. Richard Miller 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.
Juan Montoya (CRD# 6338791) is an Investment Advisor Representative working at Pnc Investments in Rockledge, FL and has over 9 years of experience in the finance industry.