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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
Teresa Christensen (CRD# 2506392) is an Investment Advisor Representative working at Coats Financial Planning in Dunnellon, FL and has over 13 years of experience in the finance industry. Teresa Christensen 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.
Yolanda Cintron (CRD# 3129173) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocala, FL and has over 21 years of experience in the finance industry.
Camille Coke (CRD# 6692244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ocala, FL and has over 7 years of experience in the finance industry.
Joan Coke (CRD# 1504100) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ocala, FL and has over 37 years of experience in the finance industry.
Todd Craig (CRD# 4892746) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocala, FL and has over 18 years of experience in the finance industry.
Steven Cross (CRD# 1131678) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 37 years of experience in the finance industry.
William Cummins (CRD# 4129387) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Inverness, FL and has over 24 years of experience in the finance industry.
Wendy Cundari (CRD# 2118351) is an Investment Advisor Representative working at Lpl Financial LLC in Inverness, FL and has over 32 years of experience in the finance industry.
Brenda D'arville (CRD# 2953562) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dunnellon, FL and has over 26 years of experience in the finance industry.
Matthew Davis (CRD# 6922164) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Inverness, FL and has over 6 years of experience in the finance industry.