-
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
Jules Axelrod (CRD# 2252035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 31 years of experience in the finance industry.
Wade Ballard (CRD# 6475508) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 8 years of experience in the finance industry.
Andrew Barclay (CRD# 6226608) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Venice, FL and has over 9 years of experience in the finance industry.
Carolyn Bare (CRD# 5499563) is an Investment Advisor Representative working at Lpl Financial LLC in Cape Coral, FL and has over 15 years of experience in the finance industry.
Jeffrey Basik (CRD# 1854916) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hollywood, FL and has over 22 years of experience in the finance industry.
Bryan Bastoni (CRD# 4457061) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 16 years of experience in the finance industry. Bryan Bastoni 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.
Byron Beaber (CRD# 5546043) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in North Port, FL and has over 15 years of experience in the finance industry.
John Beane (CRD# 708562) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 44 years of experience in the finance industry. John Beane 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.
Steven Belcher (CRD# 2677776) is an Investment Advisor Representative working at Eagle Strategies LLC in Fort Myers, FL and has over 19 years of experience in the finance industry.
Edward Bell (CRD# 4472683) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Myers, FL and has over 22 years of experience in the finance industry. Edward Bell 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.