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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
James Anna (CRD# 2139200) is an Investment Advisor Representative working at Lincoln Investment in Odessa, FL and has over 27 years of experience in the finance industry. James Anna 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.
Jeffrey Annis (CRD# 3081533) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 24 years of experience in the finance industry. Jeffrey Annis 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.
James Appelt (CRD# 2794592) is an Investment Advisor Representative working at Independent Financial Partners in Clearwater, FL and has over 27 years of experience in the finance industry.
Robert Applegate (CRD# 4953255) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 17 years of experience in the finance industry.
Marcus Arakelian (CRD# 6575898) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 6 years of experience in the finance industry.
Peter Arbes (CRD# 1393699) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Tampa, FL and has over 29 years of experience in the finance industry.
Curt Arcement (CRD# 2811510) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 27 years of experience in the finance industry. Curt Arcement 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.
Marc Ardizzone (CRD# 5497421) is an Investment Advisor Representative working at Jaffe Tilchin Investment Partners, LLC in Tampa, FL and has over 15 years of experience in the finance industry.
Jonathan Arellano (CRD# 6777853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 6 years of experience in the finance industry.
Beverly Arias (CRD# 1224299) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saint Petersburg, FL and has over 38 years of experience in the finance industry.