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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 Dailey (CRD# 4334432) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 7 years of experience in the finance industry.
Edward Dancek (CRD# 1930893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Punta Gorda, FL and has over 24 years of experience in the finance industry.
Gypsy Daniel (CRD# 4668710) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 11 years of experience in the finance industry.
John Daniels (CRD# 1791709) is an Investment Advisor Representative working at Compass Financial Management LLC in Sarasota, FL and has over 32 years of experience in the finance industry.
Angela Davis (CRD# 2061725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 27 years of experience in the finance industry.
Logan Davis (CRD# 6555537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 8 years of experience in the finance industry.
Amanda Delahunt (CRD# 6204301) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has over 10 years of experience in the finance industry. Amanda Delahunt 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.
Christopher Deleonardo (CRD# 5859614) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sarasota, FL and has over 13 years of experience in the finance industry.
Michael Demassa (CRD# 3272355) is an Investment Advisor Representative working at Forza Wealth Management in Sarasota, FL and has over 24 years of experience in the finance industry. Michael Demassa 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.
Christopher Demichele (CRD# 4217128) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has over 23 years of experience in the finance industry.