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Distance Only Maitland, 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
Matthew McMahan (CRD# 6524400) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has over 8 years of experience in the finance industry. Matthew McMahan 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.
Roy Miranda (CRD# 1139046) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Maitland, FL and has over 40 years of experience in the finance industry.
Jeffrey Moss (CRD# 2962688) is an Investment Advisor Representative working at Moss & Company, P.a. in Maitland, FL and has over 26 years of experience in the finance industry.
Donald Nestor (CRD# 1055907) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Maitland, FL and has over 41 years of experience in the finance industry. Donald Nestor 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.
Stephen Palvisak (CRD# 5714701) is an Investment Advisor Representative working at Edward Jones in Maitland, FL and has over 14 years of experience in the finance industry.
Alan Pascale (CRD# 3072051) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Maitland, FL and has over 25 years of experience in the finance industry.
Matthew Pascale (CRD# 7021356) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Maitland, FL and has over 5 years of experience in the finance industry.
Thuong Pham (CRD# 4135539) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has 1 year of experience in the finance industry. Thuong Pham 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.
Ronald Rasband (CRD# 5544915) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Maitland, FL and has over 15 years of experience in the finance industry. Ronald Rasband 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.
Thomas Rauchegger (CRD# 5156496) is an Investment Advisor Representative working at Cramer & Rauchegger, Inc. in Maitland, FL and has over 11 years of experience in the finance industry.