-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gregory Jack (CRD# 7184071) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lakewood Ranch, FL and has over 3 years of experience in the finance industry.
Jennifer Jack (CRD# 6894790) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lakewood Ranch, FL and has over 6 years of experience in the finance industry.
Sean Koscho (CRD# 2495271) is an Investment Advisor Representative working at Base Wealth Management in Lakewood Ranch, FL and has over 3 years of experience in the finance industry.
Brian Lawandus (CRD# 5411052) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Lakewood Ranch, FL and has over 2 years of experience in the finance industry.
Shawn Layne (CRD# 6436789) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakewood Ranch, FL and has over 5 years of experience in the finance industry.
Luke Mollod (CRD# 7162843) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has 1 year of experience in the finance industry.
Jared Motzenbecker (CRD# 4960628) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood Ranch, FL and has over 18 years of experience in the finance industry. Jared Motzenbecker 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.
Daniel Murphy (CRD# 1033528) is an Investment Advisor Representative working at Summit Financial, LLC in Lakewood Ranch, FL and has over 42 years of experience in the finance industry. Daniel Murphy 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.
Dylan Page (CRD# 6378042) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has 1 year of experience in the finance industry.
Cody Poepperling (CRD# 7199725) is an Investment Advisor Representative working at Avantax Advisory Services in Lakewood Ranch, FL and has over 3 years of experience in the finance industry.