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Distance Only The Villages, 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
Clemente Palacios (CRD# 4913478) is an Investment Advisor Representative working at Edward Jones in The Villages, FL and has over 19 years of experience in the finance industry.
Niccole Palacios (CRD# 7080739) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in The Villages, FL and has over 5 years of experience in the finance industry.
Deroop Ramtahal (CRD# 5726617) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 14 years of experience in the finance industry.
Michael Rose (CRD# 4579253) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 21 years of experience in the finance industry.
Jose Ruiz (CRD# 7749797) is an Investment Advisor Representative working at Blackston Financial Advisory Group, LLC in The Villages, FL and has 1 year of experience in the finance industry.
Nicole Silberstein (CRD# 4707658) is an Investment Advisor Representative working at Morgan Stanley in The Villages, FL and has 1 year of experience in the finance industry.
Levi Silvas (CRD# 7567380) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has 1 year of experience in the finance industry.
Maxx Soulliere (CRD# 6964896) is an Investment Advisor Representative working at Osaic Institutions, Inc. in The Villages, FL and has over 2 years of experience in the finance industry.
Samantha Stocksett (CRD# 7637479) is an Investment Advisor Representative working at Blackston Financial Advisory Group, LLC in The Villages, FL and has 1 year of experience in the finance industry.
Charles Thompson (CRD# 7272306) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 3 years of experience in the finance industry. Charles 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.