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Distance Only Milton, 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
Paul Curtman (CRD# 5537801) is an Investment Advisor Representative working at P.r. Curtman Investments LLC in Milton, FL and has over 15 years of experience in the finance industry.
Daniel Klug (CRD# 2707572) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Milton, FL and has over 19 years of experience in the finance industry.
Richard McCool (CRD# 4539510) is an Investment Advisor Representative working at Park Avenue Securities LLC in Milton, FL and has over 21 years of experience in the finance industry. Richard McCool 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.
Melinda Miller (CRD# 5418979) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Milton, FL and has over 15 years of experience in the finance industry.
Brian Schwab (CRD# 2996154) is an Investment Advisor Representative working at Morgan Stanley in Milton, FL and has over 25 years of experience in the finance industry.
Margarita Vazquez (CRD# 3035692) is an Investment Advisor Representative working at Primerica Advisors in Milton, FL and has over 21 years of experience in the finance industry.
Michael Vazquez (CRD# 6265068) is an Investment Advisor Representative working at Edward Jones in Milton, FL and has over 10 years of experience in the finance industry.
Bessann Watson (CRD# 4949544) is an Investment Advisor Representative working at Park Avenue Securities LLC in Milton, FL and has over 15 years of experience in the finance industry. Bessann Watson 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.
William Axson (CRD# 7500896) is an Investment Advisor Representative working at Primerica Advisors in Milton, FL and has over 2 years of experience in the finance industry.
Benjamin Boyd (CRD# 7609485) is an Investment Advisor Representative working at Park Avenue Securities LLC in Milton, FL and has 1 year of experience in the finance industry.