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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
Kelly Mullin (CRD# 2111925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 29 years of experience in the finance industry.
Michael Mundo (CRD# 3149369) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood Ranch, FL and has over 25 years of experience in the finance industry.
Jason Nichols (CRD# 5401068) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Lakewood Ranch, FL and has over 16 years of experience in the finance industry.
Miguel Ortigao (CRD# 5768024) is an Investment Advisor Representative working at Avantax Advisory Services in Lakewood Ranch, FL and has over 13 years of experience in the finance industry. Miguel Ortigao 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.
David Ortiz (CRD# 2832023) is an Investment Advisor Representative working at The Financial Chef in Lakewood Ranch, FL and has over 27 years of experience in the finance industry.
Michael Partee (CRD# 5239085) is an Investment Advisor Representative working at Avantax Advisory Services in Lakewood Ranch, FL and has over 15 years of experience in the finance industry. Michael Partee 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.
Richard Paul (CRD# 1603141) is an Investment Advisor Representative working at Potomac Advisors, Inc. in Lakewood Ranch, FL and has over 34 years of experience in the finance industry.
Dwight Pendola (CRD# 5419103) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 16 years of experience in the finance industry. Dwight Pendola 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.
Ralph Platt (CRD# 2022209) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 30 years of experience in the finance industry.
Brian Pope (CRD# 5970760) is an Investment Advisor Representative working at Pope Wealth Management in Lakewood Ranch, FL and has over 12 years of experience in the finance industry.