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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
Mary Hayes (CRD# 6101397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palm Harbor, FL and has over 9 years of experience in the finance industry.
J. Herndon (CRD# 1279776) is an Investment Advisor Representative working at Independent Financial Partners in Palm Harbor, FL and has over 30 years of experience in the finance industry.
Gerald Holman (CRD# 2705888) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm Harbor, FL and has over 27 years of experience in the finance industry.
Roger Hyde (CRD# 862184) is an Investment Advisor Representative working at American Wealth Management, Inc. in Palm Harbor, FL and has over 40 years of experience in the finance industry.
Joseph Kaim (CRD# 1428247) is an Investment Advisor Representative working at Maggi Investment Services, LLC in Palm Harbor, FL and has over 5 years of experience in the finance industry.
Peter Katsarelis (CRD# 6720850) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Harbor, FL and has over 7 years of experience in the finance industry.
Kirk Kinder (CRD# 4656569) is an Investment Advisor Representative working at Picket Fence Financial, LLC in Palm Harbor, FL and has over 21 years of experience in the finance industry. Kirk Kinder 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.
Michael Klimis (CRD# 861696) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palm Harbor, FL and has over 39 years of experience in the finance industry. Michael Klimis 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.
Michael Kotarinos (CRD# 7001391) is an Investment Advisor Representative working at Solarbeam Capital, LLC in Palm Harbor, FL and has over 5 years of experience in the finance industry.
Paul Lightfoot (CRD# 2564091) is an Investment Advisor Representative working at American Wealth Management, Inc. in Palm Harbor, FL and has over 25 years of experience in the finance industry.