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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
Thomas Agostinelli (CRD# 3143414) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 25 years of experience in the finance industry.
Jason Albano (CRD# 5199268) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 16 years of experience in the finance industry.
Brian Angelillis (CRD# 6556566) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 8 years of experience in the finance industry.
Jules Axelrod (CRD# 2252035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 31 years of experience in the finance industry.
Wade Ballard (CRD# 6475508) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 8 years of experience in the finance industry.
Andrew Barclay (CRD# 6226608) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Venice, FL and has over 9 years of experience in the finance industry.
Bryan Bastoni (CRD# 4457061) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 16 years of experience in the finance industry. Bryan Bastoni 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.
Cornelius Bonner (CRD# 5626327) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 14 years of experience in the finance industry.
Brian Canty (CRD# 4527513) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Venice, FL and has over 15 years of experience in the finance industry.
Michael Chechel (CRD# 2823342) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Venice, FL and has over 27 years of experience in the finance industry.