-
Distance Only Cape Coral, FL
-
COMPENSATION Either
-
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
Deanne Mathis (CRD# 2223232) is an Investment Advisor Representative working at Commonwealth Financial Network in Cape Coral, FL and has over 31 years of experience in the finance industry. Deanne Mathis 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.
Philip Maurer (CRD# 1571068) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cape Coral, FL and has over 23 years of experience in the finance industry.
Victor Mazzella (CRD# 2947250) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cape Coral, FL and has over 15 years of experience in the finance industry.
Sam Mazzotti (CRD# 2078671) is an Investment Advisor Representative working at Edward Jones in Cape Coral, FL and has over 28 years of experience in the finance industry.
Mcfaddin Moise (CRD# 1086873) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Cape Coral, FL and has over 35 years of experience in the finance industry. Mcfaddin Moise 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.
Edward Newman (CRD# 1580834) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cape Coral, FL and has over 37 years of experience in the finance industry.
Dominic Nicosia (CRD# 6734065) is an Investment Advisor Representative working at Eagle Equity Holdings, LLC in Cape Coral, FL and has over 6 years of experience in the finance industry.
Irena Nikolova (CRD# 6545428) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cape Coral, FL and has over 8 years of experience in the finance industry.
James Perry (CRD# 5006641) is an Investment Advisor Representative working at Edward Jones in Cape Coral, FL and has over 18 years of experience in the finance industry. James Perry 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.
Thomas Pound (CRD# 5914938) is an Investment Advisor Representative working at Avantax Advisory Services in Cape Coral, FL and has over 12 years of experience in the finance industry.