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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
Tracy Alm (CRD# 3271499) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 24 years of experience in the finance industry. Tracy Alm 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.
Patrick Ashe (CRD# 6436659) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ocala, FL and has over 8 years of experience in the finance industry.
Amy Barbieri (CRD# 4830560) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 16 years of experience in the finance industry.
Edmund Barry (CRD# 3079952) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 25 years of experience in the finance industry.
Andrew Breese (CRD# 4733257) is an Investment Advisor Representative working at Edward Jones in Crystal River, FL and has over 20 years of experience in the finance industry.
Renwick Brutus (CRD# 2053519) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Homosassa, FL and has over 30 years of experience in the finance industry.
Carolyn Caffee (CRD# 1674141) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 30 years of experience in the finance industry.
Feraud Calixte (CRD# 6146010) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 11 years of experience in the finance industry. Feraud Calixte 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 Ceparano (CRD# 2582424) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 22 years of experience in the finance industry. John Ceparano 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.
Teresa Christensen (CRD# 2506392) is an Investment Advisor Representative working at Coats Financial Planning in Dunnellon, FL and has over 13 years of experience in the finance industry. Teresa Christensen 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.