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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
Mariah Cudlipp-Gant (CRD# 6811131) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Nokomis, FL and has over 6 years of experience in the finance industry.
Steven Kienzle (CRD# 2353137) is an Investment Advisor Representative working at Kienzle Wealth Consulting LLC in Nokomis, FL and has over 30 years of experience in the finance industry. Steven Kienzle 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.
Jonathan Knott (CRD# 5078277) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nokomis, FL and has over 17 years of experience in the finance industry. Jonathan Knott 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.
Jonathan Kosmata (CRD# 5170965) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nokomis, FL and has over 15 years of experience in the finance industry.
Christine Purser (CRD# 5015191) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Nokomis, FL and has over 15 years of experience in the finance industry.
Gerard Stellwagen (CRD# 1005272) is an Investment Advisor Representative working at Florida Tax And Wealth Advisors, LLC in Nokomis, FL and has over 41 years of experience in the finance industry.
Joshua Grubbs (CRD# 6656313) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nokomis, FL and has over 2 years of experience in the finance industry.
Colton Lightner (CRD# 6914865) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nokomis, FL and has over 5 years of experience in the finance industry. Colton Lightner 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.
Marina Shinsky (CRD# 6193765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nokomis, FL and has 1 year of experience in the finance industry.
Joel Sims (CRD# 6006071) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nokomis, FL and has 1 year of experience in the finance industry.