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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
Stephen Golia (CRD# 5790903) is an Investment Advisor Representative working at St Golia Planning, LLC in Longboat Key, FL and has over 12 years of experience in the finance industry. Stephen Golia 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.
Mark Hammer (CRD# 2021640) is an Investment Advisor Representative working at Hammer And Company LLC in Longboat Key, FL and has over 18 years of experience in the finance industry.
Ronald Javate (CRD# 2492968) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Longboat Key, FL and has over 28 years of experience in the finance industry.
Dikran Kadagian (CRD# 1630658) is an Investment Advisor Representative working at H2 Investments LLC in Longboat Key, FL and has over 35 years of experience in the finance industry.
Catherine Maniscalco Avery (CRD# 1427402) is an Investment Advisor Representative working at Caim LLC in Longboat Key, FL and has over 36 years of experience in the finance industry.
Craig Meldahl (CRD# 331504) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Longboat Key, FL and has over 34 years of experience in the finance industry.
James Pappas (CRD# 2541034) is an Investment Advisor Representative working at James Pappas Investment Counsel LLC in Longboat Key, FL and has 1 year of experience in the finance industry.
Mark Pinardi (CRD# 3041116) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Longboat Key, FL and has over 24 years of experience in the finance industry.
Morton Potoff (CRD# 366337) is an Investment Advisor Representative working at Mjp Wealth Advisors in Longboat Key, FL and has over 39 years of experience in the finance industry.
Martha Siefman (CRD# 1359507) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Longboat Key, FL and has over 37 years of experience in the finance industry.