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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
Jeffrey Smith (CRD# 6867993) is an Investment Advisor Representative working at Edward Jones in Merritt Island, FL and has over 6 years of experience in the finance industry.
Kevin Smith (CRD# 1422488) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melbourne, FL and has over 38 years of experience in the finance industry.
Kevin Smith (CRD# 5098185) is an Investment Advisor Representative working at Wealthspire Advisors in Indialantic, FL and has over 18 years of experience in the finance industry. Kevin Smith 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.
Randy Smith (CRD# 3166132) is an Investment Advisor Representative working at Fairway Financial, LLC in Melbourne, FL and has over 25 years of experience in the finance industry. Randy Smith 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.
Christopher Squires (CRD# 2938521) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melbourne, FL and has over 26 years of experience in the finance industry.
Todd Starkey (CRD# 2814351) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Melbourne, FL and has over 24 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 23 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.
David Stevens (CRD# 1991875) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 34 years of experience in the finance industry.
Elizabeth Strait (CRD# 6452387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 5 years of experience in the finance industry.
Russell Stuart (CRD# 5760623) is an Investment Advisor Representative working at Edward Jones in Indian Harbour Beach, FL and has over 14 years of experience in the finance industry.