Years of Experience
5-20+ Years
Orlando, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Michael VoLPe is a financial advisor registered with Charles Schwab & CO., Inc. based in Orlando, FL. Joseph has been in the industry since June 2014. Before joining Charles Schwab, Joseph worked for EDWARD JONES in RIVERSIDE, IL. Joseph is a licensed representative of Charles Schwab and registered with the states of California and Florida.
SPECIALIZATIONS
Orlando, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Bruce Alvarado is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bruce has been in the industry since May 2017, with experience at various financial institutions. Bruce holds a Series 66, 7TO, and SIE license. Bruce Alvarado offers a range of financial services including performance measurement reports, allocation modeling, investment policy statements, research reports and services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
Orlando, FL
16 Years Experience
0 Disclosures
ADVISOR BIO
Blake Josiah Simpson is a financial advisor at Schwab Wealth Advisory, Inc. with over 14 years of experience in the financial services industry. Blake Simpson is registered with the Securities and Exchange Commission and has passed the Series 66, Series 10, Series 9, SIE, and Series 7 exams. Blake Simpson currently works out of the Orlando, Florida office of Schwab Wealth Advisory, Inc. and has been active in the industry since 2008.
SPECIALIZATIONS
Orlando, FL
16 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Randall Godfrey is a financial professional who has been in the industry since 2008. Jacob is currently registered as a registered representative with International Assets Investment Management, LLC. Jacob has been a registered investment advisor representative since 2022 and has worked with clients across different sectors, including individuals, high-net-worth individuals, and businesses. Jacob holds several licenses and certifications including the Series 7, Series 24, Series 52, and Series 63 licenses. He also holds the SIE and Series 65 licenses.
SPECIALIZATIONS
Orlando, FL
42 Years Experience
0 Disclosures
ADVISOR BIO
Richard Robert Fulton is a financial advisor with over 30 years of experience in the financial services industry. Richard is currently registered with International Assets Investment Management, LLC and holds Series 7, Series 63, and Series 65 licenses. Richard has previously been employed at Morgan Stanley, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Smith Barney, Harris Upham & Co., Incorporated, Kemper Securities Group, Inc., Prescott, Ball & Turben, Inc., Gulfstream Financial Associates, Inc., Palm Beach Financial, Inc., Vandeman & Fulton Securities, Inc. and First Jersey Securities, Inc. Richard specializes in providing financial planning and investment management services to individuals and businesses. Richard's experience and commitment to providing personalized financial advice make him a valuable resource for clients seeking to achieve their financial goals.
SPECIALIZATIONS
Orlando, FL
26 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Brian Damiano is an investment advisor representative with Truist Advisory Services, Inc. Christopher has been in the industry since 1998. Christopher has a Series 6, 7, 26, 63 and 66 license, and the SIE exam. Christopher is registered in 52 states. Christopher specializes in providing financial advice to individuals, corporations and other businesses. Christopher's firm provides a wrap fee product, financial profiling services using desktop software, financial planning, portfolio management services for individuals and businesses, publication of periodicals, and selection of other advisors. Christopher was previously employed by New England Securities, Raymond James Financial Services, Inc., and SunTrust Investment Services, Inc..
SPECIALIZATIONS
Orlando, FL
13 Years Experience
0 Disclosures
ADVISOR BIO
Paige Brach is a financial advisor with over 12 years of experience in the industry. Paige is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has earned a variety of licenses and certifications including Series 66, Series 7 and SIE. Paige has a strong track record of helping clients reach their financial goals.
SPECIALIZATIONS
Orlando, FL
8 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Michael Giles is a registered investment advisor representative with Charles Schwab & CO., Inc. in Orlando, Florida. Andrew Michael Giles has been in the industry since October 23, 2016 and is licensed in California and Florida. Andrew Michael Giles has a Series 7, Series 66 and SIE license. Andrew Michael Giles specializes in working with individuals.
SPECIALIZATIONS
