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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
Christopher Baker (CRD# 4122786) is an Investment Advisor Representative working at Edward Jones in Wesley Chapel, FL and has over 24 years of experience in the finance industry.
Elizabeth Bertelsen (CRD# 2253105) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 30 years of experience in the finance industry.
Ricky Black (CRD# 1401203) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 9 years of experience in the finance industry.
Patricia Breeze (CRD# 1031412) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 38 years of experience in the finance industry. Patricia Breeze 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.
Darren Brewis (CRD# 2703169) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wesley Chapel, FL and has over 24 years of experience in the finance industry.
Patrick Bungo (CRD# 5879203) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Wesley Chapel, FL and has over 12 years of experience in the finance industry.
Cheryl Burbano (CRD# 2754933) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wesley Chapel, FL and has over 20 years of experience in the finance industry.
Jamie Chamness (CRD# 2491244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wesley Chapel, FL and has over 29 years of experience in the finance industry.
Mary Curry (CRD# 4336720) is an Investment Advisor Representative working at Morgan Stanley in Wesley Chapel, FL and has over 16 years of experience in the finance industry.
Roger Davis (CRD# 2320335) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 28 years of experience in the finance industry.