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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
Michael Presley (CRD# 5911741) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 10 years of experience in the finance industry. Michael Presley 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.
Craig Rauser (CRD# 5224043) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Estero, FL and has over 17 years of experience in the finance industry.
James Reddington (CRD# 2560133) is an Investment Advisor Representative working at Equitable Advisors, LLC in Fort Myers, FL and has over 29 years of experience in the finance industry.
Adam Redenshek (CRD# 4537736) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 20 years of experience in the finance industry.
Michael Roach (CRD# 2406289) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Myers, FL and has over 30 years of experience in the finance industry.
Stanley Roy (CRD# 4657695) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 20 years of experience in the finance industry.
Tarek Salhab (CRD# 4286426) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Myers, FL and has over 23 years of experience in the finance industry.
Scott Sanders (CRD# 3063288) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 25 years of experience in the finance industry.
James Sands (CRD# 4932278) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Myers, FL and has over 18 years of experience in the finance industry.
Stacey Schall (CRD# 6592370) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 5 years of experience in the finance industry.