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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
Wendy Namack (CRD# 2744729) is an Investment Advisor Representative working at Commonwealth Financial Network in Port Charlotte, FL and has over 27 years of experience in the finance industry. Wendy Namack 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.
Glen Payne (CRD# 5877227) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 13 years of experience in the finance industry.
Peter Rouzzo (CRD# 5471690) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 16 years of experience in the finance industry.
James Sproul (CRD# 5408531) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 16 years of experience in the finance industry.
Stephen Wierhake (CRD# 1332844) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Charlotte, FL and has over 26 years of experience in the finance industry. Stephen Wierhake 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.
Douglas Young (CRD# 2901210) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Charlotte, FL and has over 26 years of experience in the finance industry.
Jacob Cornell (CRD# 6286359) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Port Charlotte, FL and has over 4 years of experience in the finance industry.
Corey Cyr (CRD# 6821309) is an Investment Advisor Representative working at Portfolio Medics, LLC in Port Charlotte, FL and has over 4 years of experience in the finance industry.
Riley Giauque (CRD# 7180635) is an Investment Advisor Representative working at Lpl Financial LLC in Port Charlotte, FL and has over 3 years of experience in the finance industry.
Isoldy Guzman (CRD# 7476320) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has 1 year of experience in the finance industry.