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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
Patrick Roberts (CRD# 1426307) is an Investment Advisor Representative working at P.f. Roberts & Associates in Islamorada, FL and has over 38 years of experience in the finance industry.
Cale Smith (CRD# 5525448) is an Investment Advisor Representative working at Islamorada Investment Management, LLP in Islamorada, FL and has over 15 years of experience in the finance industry.
Jeanine Stelzner (CRD# 4501422) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Key Largo, FL and has over 7 years of experience in the finance industry.
Filip Wieland (CRD# 1483449) is an Investment Advisor Representative working at Planmember Securities Corporation in Key Largo, FL and has over 38 years of experience in the finance industry.
Robert Coakley (CRD# 1468641) is an Investment Advisor Representative working at Anova Management in Islamorada, FL and has 1 year of experience in the finance industry.
Penny Gordon (CRD# 2558514) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Key Largo, FL and has over 2 years of experience in the finance industry. Penny Gordon 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.
John Riley (CRD# 376746) is an Investment Advisor Representative working at Barton Investment Management, LLC in Key Largo, FL and has over 41 years of experience in the finance industry.