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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 Bennett (CRD# 6484830) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Punta Gorda, FL and has over 8 years of experience in the finance industry.
Elizabeth Bertelsen (CRD# 2253105) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Sarasota, FL and has over 30 years of experience in the finance industry.
Robert Black (CRD# 1145742) is an Investment Advisor Representative working at Prosperity Capital Advisors in Venice, FL and has over 29 years of experience in the finance industry.
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.
Roy Borrego (CRD# 1630846) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 24 years of experience in the finance industry.
Toufik Bouhamid (CRD# 2165988) is an Investment Advisor Representative working at Equitable Advisors, LLC in Osprey, FL and has over 29 years of experience in the finance industry.
Justin Bowles (CRD# 5601232) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sarasota, FL and has over 15 years of experience in the finance industry.
Sherry Brenneman (CRD# 2391480) is an Investment Advisor Representative working at Edward Jones in North Venice, FL and has over 30 years of experience in the finance industry.
Larry Bright (CRD# 2387770) is an Investment Advisor Representative working at Bright Asset Management in Venice, FL and has over 30 years of experience in the finance industry.
Jared Burke (CRD# 4537891) is an Investment Advisor Representative working at Commonwealth Financial Network in Port Charlotte, FL and has over 21 years of experience in the finance industry.