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Distance Only Port Charlotte, 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
James Fendrick (CRD# 6115148) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 11 years of experience in the finance industry.
Rebekah Fero (CRD# 1878053) is an Investment Advisor Representative working at Ifg Advisory, LLC in Port Charlotte, FL and has over 29 years of experience in the finance industry. Rebekah Fero 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.
Randall Francis (CRD# 4462735) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Port Charlotte, FL and has over 22 years of experience in the finance industry.
Trent Hughes (CRD# 3226348) is an Investment Advisor Representative working at Amerigo Asset Management Corporation in Port Charlotte, FL and has over 24 years of experience in the finance industry.
Joanne Johnson (CRD# 2683441) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 27 years of experience in the finance industry.
Neil Kasanofsky (CRD# 4438565) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Port Charlotte, FL and has over 22 years of experience in the finance industry.
Kristin Kehl (CRD# 6547130) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Port Charlotte, FL and has over 5 years of experience in the finance industry.
Steven Markovic (CRD# 1705195) is an Investment Advisor Representative working at Primerica Advisors in Port Charlotte, FL and has over 36 years of experience in the finance industry.
Marc Miller (CRD# 4521825) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Port Charlotte, FL and has over 21 years of experience in the finance industry.
Brian Montalbano (CRD# 2287402) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 31 years of experience in the finance industry.