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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
Andrew Stash (CRD# 2999044) is an Investment Advisor Representative working at Morgan Stanley in Amelia Island, FL and has over 26 years of experience in the finance industry. Andrew Stash 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.
William Taylor (CRD# 1800446) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fernandina Beach, FL and has over 17 years of experience in the finance industry.
James Thompson (CRD# 5087995) is an Investment Advisor Representative working at Bulwark Capital Corporation in Fernandina Beach, FL and has 1 year of experience in the finance industry.
James Wallerius (CRD# 1976241) is an Investment Advisor Representative working at Systematic Financial Management LP in Fernandina Beach, FL and has over 34 years of experience in the finance industry.
Charles Woodward (CRD# 2627039) is an Investment Advisor Representative working at Independent Financial Partners in Yulee, FL and has over 25 years of experience in the finance industry.
Michael Young (CRD# 6031796) is an Investment Advisor Representative working at Cuso Financial Services in Jacksonville, FL and has over 11 years of experience in the finance industry.
Paul Broussard (CRD# 5937891) is an Investment Advisor Representative working at Equitable Advisors, LLC in Fernandina Beach, FL and has over 12 years of experience in the finance industry.
Stephan Colglazier (CRD# 4994738) is an Investment Advisor Representative working at Sharp Financial in Fernandina Beach, FL and has 1 year of experience in the finance industry.
Stephanie Lempesis (CRD# 6469158) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jacksonville, FL and has over 8 years of experience in the finance industry.
Nicholas McTurk (CRD# 7794512) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Yulee, FL and has 1 year of experience in the finance industry.