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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
Jay Fratello (CRD# 4569916) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocala, FL and has over 21 years of experience in the finance industry. Jay Fratello 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.
Maryanne French (CRD# 3174361) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocala, FL and has over 15 years of experience in the finance industry.
Jerry Furlong (CRD# 5324783) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 16 years of experience in the finance industry.
Michael Garlisi (CRD# 3007735) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 25 years of experience in the finance industry.
William Garner (CRD# 4131297) is an Investment Advisor Representative working at Edward Jones in Summerfield, FL and has over 24 years of experience in the finance industry.
Zaneh Gonzalez Romaine (CRD# 6360310) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocala, FL and has over 9 years of experience in the finance industry.
Jonathan Grabe (CRD# 1321797) is an Investment Advisor Representative working at Sb Advisory, LLC in Ocala, FL and has over 22 years of experience in the finance industry.
John Grecco (CRD# 1462443) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cyrstal River, FL and has over 31 years of experience in the finance industry.
Michael Greiner (CRD# 2219456) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 26 years of experience in the finance industry.
Gerald Gruber (CRD# 2113118) is an Investment Advisor Representative working at Edward Jones in Homosassa, FL and has over 33 years of experience in the finance industry. Gerald Gruber 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.