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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
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.
William Cummins (CRD# 4129387) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Inverness, FL and has over 24 years of experience in the finance industry.
Wendy Cundari (CRD# 2118351) is an Investment Advisor Representative working at Lpl Financial LLC in Inverness, FL and has over 32 years of experience in the finance industry.
Matthew Davis (CRD# 6922164) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Inverness, FL and has over 6 years of experience in the finance industry.
Lisa Esteves-Dixon (CRD# 2274989) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Inverness, FL and has over 22 years of experience in the finance industry. Lisa Esteves-Dixon 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.
Brian Fitzpatrick (CRD# 5654420) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has over 14 years of experience in the finance industry.
Ronald Francis (CRD# 6316555) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has over 9 years of experience in the finance industry.
Michael Haddigan (CRD# 4814523) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Inverness, FL and has over 16 years of experience in the finance industry.
Therisa Hagan (CRD# 1928250) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Inverness, FL and has over 34 years of experience in the finance industry.