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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
Toufik Bouhamid (CRD# 2165988) is an Investment Advisor Representative working at Equitable Advisors, LLC in Osprey, FL and has over 29 years of experience in the finance industry.
Michael Lonier (CRD# 6002163) is an Investment Advisor Representative working at The Financial Preserve At Lonier Financial Advisory LLC in Osprey, FL and has over 12 years of experience in the finance industry.
Blake Lynn (CRD# 4551407) is an Investment Advisor Representative working at Edward Jones in Osprey, FL and has over 21 years of experience in the finance industry.
James Protigal (CRD# 2187244) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Osprey, FL and has over 28 years of experience in the finance industry.
Dawn Steinert (CRD# 6212655) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Osprey, FL and has over 8 years of experience in the finance industry.
Anthony Welch (CRD# 2173192) is an Investment Advisor Representative working at Sarasota Capital Strategies,inc. in Osprey, FL and has over 24 years of experience in the finance industry. Anthony Welch 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.
John Zacira (CRD# 4672272) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Osprey, FL and has over 20 years of experience in the finance industry.
Craig Wolpert (CRD# 723634) is an Investment Advisor Representative working at Thurston Hall Investment Research, LLC in Osprey, FL and has over 30 years of experience in the finance industry.
Peter Abbott (CRD# 5983189) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has over 12 years of experience in the finance industry.