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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
Kerry Luellen (CRD# 2003484) is an Investment Advisor Representative working at Edward Jones in Apopka, FL and has over 34 years of experience in the finance industry. Kerry Luellen 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.
Leigh Lyon (CRD# 3236479) is an Investment Advisor Representative working at Edward Jones in Sanford, FL and has over 16 years of experience in the finance industry.
Andrew Machata (CRD# 5571853) is an Investment Advisor Representative working at Semper Wealth Management LLC in Oviedo, FL and has over 15 years of experience in the finance industry. Andrew Machata 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.
Dirinda Maddy (CRD# 1811335) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 36 years of experience in the finance industry.
Robert Mara (CRD# 6622317) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 8 years of experience in the finance industry.
Nicholas Maratta (CRD# 3241817) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Winter Springs, FL and has over 22 years of experience in the finance industry. Nicholas Maratta 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 Marshall (CRD# 2891867) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 26 years of experience in the finance industry.
Wendell Marshall (CRD# 2274890) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Dora, FL and has over 31 years of experience in the finance industry.
Jason Martin (CRD# 3259475) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 24 years of experience in the finance industry.
Joel Martin (CRD# 4153412) is an Investment Advisor Representative working at G. A. Repple & Company in Casselberry, FL and has over 23 years of experience in the finance industry.