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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
Elizabeth Adam (CRD# 1654353) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seminole, FL and has over 27 years of experience in the finance industry.
Forrest Barr (CRD# 5413387) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seminole, FL and has over 10 years of experience in the finance industry.
Thomas Brophy (CRD# 5961037) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Seminole, FL and has over 12 years of experience in the finance industry.
Brian Carr (CRD# 4821380) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Seminole, FL and has over 17 years of experience in the finance industry. Brian Carr 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.
Holly Donaldson (CRD# 2973141) is an Investment Advisor Representative working at Holly Donaldson Financial Planning, LLC in St. Petersburg, FL and has 29 years of experience in the finance industry. Holly Donaldson 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...
Brock Himan (CRD# 2420698) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Seminole, FL and has over 30 years of experience in the finance industry.
Keith Kunzig (CRD# 5298603) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seminole, FL and has over 16 years of experience in the finance industry.
Albert Lewis (CRD# 3154549) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seminole, FL and has over 21 years of experience in the finance industry.
Raymond McKenney (CRD# 6549118) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seminole, FL and has over 7 years of experience in the finance industry.
Joseph Meccia (CRD# 4169354) is an Investment Advisor Representative working at Lpl Financial LLC in Seminole, FL and has over 18 years of experience in the finance industry.