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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
Andrew Patrick (CRD# 2928157) is an Investment Advisor Representative working at Osaic Institutions, Inc. in The Villages, FL and has over 26 years of experience in the finance industry.
John Peak (CRD# 4489356) is an Investment Advisor Representative working at Ria Advisory Group, LLC in The Villages, FL and has over 17 years of experience in the finance industry.
Richard Peck (CRD# 359116) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in The Villages, FL and has over 38 years of experience in the finance industry.
Michael Potter (CRD# 6525231) is an Investment Advisor Representative working at True Wealth Financial Group LLC in The Villages, FL and has over 8 years of experience in the finance industry.
Daniel Quirk (CRD# 6739784) is an Investment Advisor Representative working at Bucket List Wealth Management, LLC in The Villages, FL and has over 7 years of experience in the finance industry.
Dennis Rasmussen (CRD# 4339785) is an Investment Advisor Representative working at Rasmussen Financial in The Villages, FL and has over 23 years of experience in the finance industry.
Thomas Romanac (CRD# 1282585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 37 years of experience in the finance industry.
Jorge Romero (CRD# 5420761) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in The Villages, FL and has over 15 years of experience in the finance industry. Jorge Romero 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.
Kelly Sandro (CRD# 4977053) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has over 18 years of experience in the finance industry. Kelly Sandro 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.
Steven Saylor (CRD# 3155003) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 25 years of experience in the finance industry.