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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
Ronald Oldano (CRD# 2573112) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wesley Chapel, FL and has over 28 years of experience in the finance industry. Ronald Oldano 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.
Edward Palacios (CRD# 4240652) is an Investment Advisor Representative working at Pnc Investments in Wesley Chapel, FL and has over 21 years of experience in the finance industry.
Brinton Parker (CRD# 5785569) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wesley Chapel, FL and has over 12 years of experience in the finance industry.
Anne Pomfret (CRD# 1863480) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wesley Chapel, FL and has over 24 years of experience in the finance industry.
Frederick Rappina (CRD# 6691881) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wesley Chapel, FL and has over 7 years of experience in the finance industry.
Gary Sax (CRD# 2537728) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Wesley Chapel, FL and has over 22 years of experience in the finance industry.
Robert Scott (CRD# 5096383) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 18 years of experience in the finance industry.
Julie Sevelius (CRD# 4686273) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Wesley Chapel, FL and has over 20 years of experience in the finance industry.
Robert Severin (CRD# 7037065) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wesley Chapel, FL and has over 5 years of experience in the finance industry.
Josephine Sheehey (CRD# 5611245) is an Investment Advisor Representative working at Lpl Financial LLC in Wesley Chapel, FL and has over 14 years of experience in the finance industry. Josephine Sheehey 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.