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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
Akemi Bove (CRD# 6859540) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clearwater, FL and has over 6 years of experience in the finance industry.
James Boyle (CRD# 3071893) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clearwater, FL and has over 25 years of experience in the finance industry.
Susan Brandley (CRD# 4894352) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Clearwater, FL and has over 15 years of experience in the finance industry. Susan Brandley 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.
Jon Brethauer (CRD# 4760552) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 17 years of experience in the finance industry. Jon Brethauer 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.
Dennis Briggs (CRD# 501735) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clearwater, FL and has over 42 years of experience in the finance industry.
John Bryan (CRD# 3175236) is an Investment Advisor Representative working at Avantax Advisory Services in Clearwater, FL and has over 13 years of experience in the finance industry.
Kerri Buchman (CRD# 3159438) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clearwater, FL and has over 19 years of experience in the finance industry.
Alejandro Bueno (CRD# 5379878) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clearwater, FL and has over 12 years of experience in the finance industry.
Gary Burger (CRD# 1803341) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Clearwater, FL and has over 35 years of experience in the finance industry. Gary Burger 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.
Eric Caisse (CRD# 2918662) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Clearwater, FL and has over 26 years of experience in the finance industry. Eric Caisse 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.