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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
Trevor Taylor (CRD# 5441392) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 16 years of experience in the finance industry. Trevor Taylor 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.
Jimmy Tovar (CRD# 5631216) is an Investment Advisor Representative working at Edward Jones in Wesley Chapel, FL and has over 15 years of experience in the finance industry.
Naushad Virji (CRD# 5027106) is an Investment Advisor Representative working at Virji Investments, Inc. in Wesley Chapel, FL and has over 21 years of experience in the finance industry.
Timothy Beauregard (CRD# 7475892) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry. Timothy Beauregard 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.
Peter Blake (CRD# 5556960) is an Investment Advisor Representative working at Edward Jones in Wesley Chapel, FL and has 1 year of experience in the finance industry.
Amy Clement (CRD# 5839744) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wesley Chapel, FL and has over 11 years of experience in the finance industry.
Pritam Dhavale (CRD# 6597567) is an Investment Advisor Representative working at Wealth Compounders LLC in Wesley Chapel, FL and has over 6 years of experience in the finance industry.
David Goldin (CRD# 7711262) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.
Brian Greco (CRD# 6771535) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 4 years of experience in the finance industry. Brian Greco 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.
Jose Guevara (CRD# 6505470) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wesley Chapel, FL and has over 8 years of experience in the finance industry.