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Distance Only Seminole, 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
Brittany Oconner (CRD# 6372034) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seminole, FL and has over 8 years of experience in the finance industry.
John Palm (CRD# 1185127) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 24 years of experience in the finance industry.
Michael Rhoads (CRD# 5427631) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Seminole, FL and has over 10 years of experience in the finance industry.
Allan Sansotta (CRD# 410631) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 40 years of experience in the finance industry.
William Sines (CRD# 2190586) is an Investment Advisor Representative working at Bfc Planning, Inc. in Seminole, FL and has over 30 years of experience in the finance industry.
David Thompson (CRD# 2504328) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seminole, FL and has over 29 years of experience in the finance industry. David Thompson 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.
Mark Vernick (CRD# 2306495) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Seminole, FL and has over 28 years of experience in the finance industry. Mark Vernick 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.
Race Walker (CRD# 6102650) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Seminole, FL and has over 10 years of experience in the finance industry.
Andrew Cucchiaro (CRD# 5874820) is an Investment Advisor Representative working at Edward Jones in Seminole, FL and has over 13 years of experience in the finance industry.
Edward Dropic (CRD# 4776848) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Seminole, FL and has over 17 years of experience in the finance industry.