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Distance Only Estero, FL
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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
Rena Mayer (CRD# 6697149) is an Investment Advisor Representative working at Prudential Financial Planning Services in Estero, FL and has over 5 years of experience in the finance industry.
Larry McDonald (CRD# 1174875) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Carmel, IN and has over 40 years of experience in the finance industry.
Jack Miciak (CRD# 3058025) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Estero, FL and has over 25 years of experience in the finance industry.
Joseph Miscia (CRD# 1591148) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Estero, FL and has over 30 years of experience in the finance industry.
Thomas Patricca (CRD# 2116834) is an Investment Advisor Representative working at Tlp Financial Services, Inc. in Estero, FL and has over 33 years of experience in the finance industry. Thomas Patricca 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.
Dragi Paunovski (CRD# 4464461) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Estero, FL and has over 21 years of experience in the finance industry.
Jason Perry (CRD# 5688484) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Estero, FL and has over 14 years of experience in the finance industry.
Mary Phillips (CRD# 1159036) is an Investment Advisor Representative working at Creative Planning in Estero, FL and has over 32 years of experience in the finance industry.
Aaron Pierce (CRD# 6145041) is an Investment Advisor Representative working at Mutual Trust Advisory Group in Estero, FL and has over 10 years of experience in the finance industry. Aaron Pierce 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.
John Porter (CRD# 4546932) is an Investment Advisor Representative working at Edward Jones in Estero, FL and has over 21 years of experience in the finance industry.