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Distance Only Satellite Beach, 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
James Phillips (CRD# 5024716) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has over 16 years of experience in the finance industry.
Michele Schneider (CRD# 1484720) is an Investment Advisor Representative working at Lpl Financial LLC in Satellite Beach, FL and has over 38 years of experience in the finance industry. Michele Schneider 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.
Farah Sivolella (CRD# 6609911) is an Investment Advisor Representative working at Edward Jones in Satellite Beach, FL and has over 7 years of experience in the finance industry.
Gary Steer (CRD# 2562255) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Satellite Beach, FL and has over 22 years of experience in the finance industry. Gary Steer 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.
Luke Bunch (CRD# 7733506) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has 1 year of experience in the finance industry.
Jonathan Cathey (CRD# 7845028) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has 1 year of experience in the finance industry.
Nathan Kallal (CRD# 7285034) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has over 3 years of experience in the finance industry.
Amber Knutson (CRD# 7510913) is an Investment Advisor Representative working at Private Counsel Group, Ltd. in Satellite Beach, FL and has 1 year of experience in the finance industry.
John Krehbiel (CRD# 6924869) is an Investment Advisor Representative working at Krehbiel Financial LLC in Satellite Beach, FL and has over 6 years of experience in the finance industry. John Krehbiel 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.
Karl Krehbiel (CRD# 7562564) is an Investment Advisor Representative working at Krehbiel Financial LLC in Satellite Beach, FL and has over 2 years of experience in the finance industry.