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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
Logan Davis (CRD# 6555537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 8 years of experience in the finance industry.
Amanda Delahunt (CRD# 6204301) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has over 10 years of experience in the finance industry. Amanda Delahunt 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.
Christopher Demichele (CRD# 4217128) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has over 23 years of experience in the finance industry.
Amy Depriester (CRD# 5364258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 14 years of experience in the finance industry.
Veneta Dimitrova (CRD# 6061399) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 10 years of experience in the finance industry.
Denis Ding (CRD# 6734076) is an Investment Advisor Representative working at Eagle Equity Holdings, LLC in Cape Coral, FL and has over 6 years of experience in the finance industry.
Joseph Downs (CRD# 2416480) is an Investment Advisor Representative working at Reality Financial Planning Services, LLC in Sarasota, FL and has over 30 years of experience in the finance industry. Joseph Downs 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.
Christopher Dupee (CRD# 4672762) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 20 years of experience in the finance industry.
Christopher Dwyer (CRD# 4472474) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 10 years of experience in the finance industry.
Robert Dwyer (CRD# 2456814) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 30 years of experience in the finance industry.