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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
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.
Angela Dyches (CRD# 3099225) is an Investment Advisor Representative working at Cpa Investment Solutions, Inc. in Sarasota, FL and has over 25 years of experience in the finance industry.
Graham Edwards (CRD# 4786841) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakewood Ranch, FL and has over 15 years of experience in the finance industry.
Matthew Edwards (CRD# 4679487) is an Investment Advisor Representative working at Lpl Financial LLC in Sarasota, FL and has over 9 years of experience in the finance industry.
Christopher Enger (CRD# 6255413) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sarasota, FL and has over 10 years of experience in the finance industry.
Michael Ernsting (CRD# 6585913) is an Investment Advisor Representative working at Edward Jones in Englewood, FL and has over 8 years of experience in the finance industry.
Stephen Fedak (CRD# 2124519) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 33 years of experience in the finance industry. Stephen Fedak 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.