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Suntree financial planner Moisand named to 2023 Hot List by Investment News

In addition, Forbes named Moisand Fitzgerald Tamayo to its 2023 list of the 250 Top Registered Investment Advisor firms in America.

United statesFlorida institute of technologyWhite houseDistrict of columbiaFlorida state universityJamie burrowsErica edwardsJennifer winstonMoisand fitzgerald tamayoGynecology departmentRockledge regional medical centerHarris technologie space airborne systems mission networksCertified financial plannerRegistered investment advisorFitzgerald tamayoRegional medical center

DOL hearing parses intersection of best interest and annuity sales

DOL hearing parses intersection of best interest and annuity sales
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

United statesDan moisandPam heinrichTom robertsTim hauserMoisand fitzgerald tamayoMegan hansenNational association for fixed annuitiesGroom law groupDepartment of laborCertified financial planner board of standards incNational association of insuranceNational associationInsurance commissionerCertified financial planner boardStandards inc

CFP Board Begins Publishing Disciplinary Details of Public Sanctions

The CFP Board’s Disciplinary and Ethics Commission previously released anonymized iterations of its sanctions, but now the Board will make the orders public.

Leo rydzewskiDan moisandEthics commissionChair dan moisandGeneral counsel leo rydzewskiWall street journal

CFP Board to flesh out disciplinary releases with details

CFP Board to flesh out disciplinary releases with details
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Dan moisandFinancial industry regulatory authorityExchange commissionCertified planner boardStreet journal

Moisand Fitzgerald Tamayo announces additions of Nash, Hunt to its ownership group

The wealth-management firm also celebrates its 25th anniversary.

United statesSatellite beachUniversity of floridaBrevard countyDan moisandShivani patelMoisand fitzgerald tamayoDon kramerSara nashInvestment committeeVirtuous senior living management consulting servicesFitzgerald tamayoFinancial advisersInvestment newsSenior placeOne senior place

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