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Distance Only Jacksonville, 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
Charles Arroyo (CRD# 6837025) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 6 years of experience in the finance industry.
Rachel Artiste (CRD# 4733197) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 14 years of experience in the finance industry.
As a planner, Michelle believes in a holistic approach to helping clients plan and live their dreams. She feels that the better she can help a client to mesh their life dreams with their finances, the more successful, and fulfilling, their retirement journey will be. Critical to a client's success is the integration of planning to address some of retirees' greatest worries: how to plan for health care and its expenses, long term care issues, events that may occur in retirement. This approach is what she brings to The Retirement Continuum™ courses to help attendees maximize retirement success.
In...
David Ashwell (CRD# 5347473) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 16 years of experience in the finance industry. David Ashwell 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.
James Atnip (CRD# 1679043) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Jacksonville, FL and has over 10 years of experience in the finance industry.
David Avila-Angarita (CRD# 6352145) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Jacksonville, FL and has over 7 years of experience in the finance industry.
Thomas Azpiazu (CRD# 5134777) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 16 years of experience in the finance industry.
Juan Babich (CRD# 5922178) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 6 years of experience in the finance industry.
Christopher Bach (CRD# 6880974) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 6 years of experience in the finance industry.
Lisa Badder (CRD# 4175656) is an Investment Advisor Representative working at Equitable Advisors, LLC in Jacksonville, FL and has over 10 years of experience in the finance industry.