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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
Jeffrey Askins (CRD# 1378301) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 19 years of experience in the finance industry. Jeffrey Askins 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.
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.
Rafal Baranski (CRD# 3269822) is an Investment Advisor Representative working at Rbf Capital Management, Inc. in Sarasota, FL and has over 24 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.
Scott Barcomb (CRD# 1369573) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sarasota, FL and has over 24 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.
Matt Bauer (CRD# 4034503) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 24 years of experience in the finance industry.
Byron Beaber (CRD# 5546043) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in North Port, FL and has over 15 years of experience in the finance industry.
John Beane (CRD# 708562) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 44 years of experience in the finance industry. John Beane 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.