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Distance Only Palm Harbor, FL
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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
Veronica Sullivan (CRD# 5207650) is an Investment Advisor Representative working at Morgan Stanley in Palm Harbor, FL and has over 13 years of experience in the finance industry.
Christopher Toscano (CRD# 4547610) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Harbor, FL and has over 21 years of experience in the finance industry. Christopher Toscano 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 Urbanski (CRD# 6937266) is an Investment Advisor Representative working at Edward Jones in Palm Harbor, FL and has over 5 years of experience in the finance industry.
Robert Urbanski (CRD# 4634455) is an Investment Advisor Representative working at Edward Jones in Palm Harbor, FL and has over 20 years of experience in the finance industry.
Neil Vanleeuwen (CRD# 1263271) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palm Harbor, FL and has over 39 years of experience in the finance industry.
Cathy Wagner (CRD# 713863) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palm Harbor, FL and has over 29 years of experience in the finance industry. Cathy Wagner 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.
Gerald Weeks (CRD# 733337) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palm Harbor, FL and has over 39 years of experience in the finance industry.
Christoph von dem Bussche (CRD# 4649547) is an Investment Advisor Representative working at Financial Guidance Group, Inc. in Tampa Bay, FL & Franklin, TN and has over 11 years of experience in the finance industry. Christoph von dem Bussche 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...
Vannie Andolino (CRD# 7407086) is an Investment Advisor Representative working at Morgan Stanley in Palm Harbor, FL and has over 2 years of experience in the finance industry.