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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
Anthony Martinez (CRD# 6387246) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fernandina Beach, FL and has over 9 years of experience in the finance industry.
Todd Mitchell (CRD# 2570626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fernandina Beach, FL and has over 29 years of experience in the finance industry.
John Neff (CRD# 1440680) is an Investment Advisor Representative working at Portfolio Medics, LLC in Fernandina Beach, FL and has over 38 years of experience in the finance industry. John Neff 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.
Nicola Nichol (CRD# 4956896) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fernandina Beach, FL and has over 18 years of experience in the finance industry.
Steven Nicklas (CRD# 2466601) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fernandina Beach, FL and has over 30 years of experience in the finance industry.
Carmen North (CRD# 5514599) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fernandina Beach, FL and has over 15 years of experience in the finance industry.
Carolyn Pozzi (CRD# 1083038) is an Investment Advisor Representative working at Lpl Financial LLC in Fernandina Beach, FL and has over 24 years of experience in the finance industry. Carolyn Pozzi 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 Quigley (CRD# 1992133) is an Investment Advisor Representative working at Cwm, LLC in Fernandina Beach, FL and has over 32 years of experience in the finance industry. James Quigley 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.
Walton Rogers (CRD# 1228957) is an Investment Advisor Representative working at Eagle Strategies LLC in Fernandina Beach, FL and has over 32 years of experience in the finance industry.
Andrew Stash (CRD# 6553024) is an Investment Advisor Representative working at Morgan Stanley in Amelia Island, FL and has over 8 years of experience in the finance industry.