-
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
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.
Benjamin Prescott (CRD# 6837176) is an Investment Advisor Representative working at Edward Jones in Parrish, FL and has over 6 years of experience in the finance industry.
Michael Pullan (CRD# 5618167) is an Investment Advisor Representative working at R&m Financial Advisors LLC in Parrish, FL and has over 15 years of experience in the finance industry.
Joni Rametta (CRD# 1394160) is an Investment Advisor Representative working at Wealth Planning And Design LLC in Sarasota, FL and has over 38 years of experience in the finance industry. Joni Rametta 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.
Ivan Ramirez-Ramirez (CRD# 4886886) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lakewood Ranch, FL and has over 19 years of experience in the finance industry.
Shawn Rasmussen (CRD# 4597022) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lithia, FL and has over 21 years of experience in the finance industry. Shawn Rasmussen 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.
Matthew Reichel (CRD# 6380682) is an Investment Advisor Representative working at Lpl Financial LLC in Wauchula, FL and has over 9 years of experience in the finance industry.
John Reynolds (CRD# 1221098) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arcadia, FL and has over 26 years of experience in the finance industry. John Reynolds 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 Roberts (CRD# 2208120) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Parrish, FL and has over 32 years of experience in the finance industry.