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Distance Only Tequesta, 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
Robert Young (CRD# 3079632) is an Investment Advisor Representative working at Young Financial Services in Tequesta, FL and has over 25 years of experience in the finance industry.
Michael Bass (CRD# 6372459) is an Investment Advisor Representative working at Newedge Advisors in Tequesta, FL and has over 9 years of experience in the finance industry.
Steven Cole (CRD# 4778038) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tequesta, FL and has 1 year of experience in the finance industry.
Kevin Connor (CRD# 2626206) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Tequesta, FL and has over 28 years of experience in the finance industry.
Mando Dibartolomeo (CRD# 6926924) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tequesta, FL and has over 5 years of experience in the finance industry.
Christine Kennedy (CRD# 2244212) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tequesta, FL and has over 20 years of experience in the finance industry.
Austin Kuyrkendall (CRD# 7534122) is an Investment Advisor Representative working at Commonwealth Financial Network in Tequesta, FL and has 1 year of experience in the finance industry.
Matthew Mellusi (CRD# 7439054) is an Investment Advisor Representative working at Commonwealth Financial Network in Tequesta, FL and has 1 year of experience in the finance industry. Matthew Mellusi 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.
Natalie Rebman (CRD# 5354202) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tequesta, FL and has over 13 years of experience in the finance industry.
Francis Schanne (CRD# 6651378) is an Investment Advisor Representative working at Commonwealth Financial Network in Tequesta, FL and has over 4 years of experience in the finance industry.