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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
Miguel Alvarez (CRD# 4508624) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 22 years of experience in the finance industry.
Jeffrey Askins (CRD# 1378301) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 19 years of experience in the finance industry. Jeffrey Askins 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.
Jared Burke (CRD# 4537891) is an Investment Advisor Representative working at Commonwealth Financial Network in Port Charlotte, FL and has over 21 years of experience in the finance industry.
Steven Burks (CRD# 1466048) is an Investment Advisor Representative working at Amerigo Asset Management Corporation in Port Charlotte, FL and has over 38 years of experience in the finance industry.
Robert Cerritelli (CRD# 2647032) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Port Charlotte, FL and has over 24 years of experience in the finance industry.
Christopher Church (CRD# 5529746) is an Investment Advisor Representative working at Primerica Advisors in Port Charlotte, FL and has over 10 years of experience in the finance industry.
Mary Disher (CRD# 2600626) 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. Mary Disher 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.
Robert Duncan (CRD# 2517030) is an Investment Advisor Representative working at Avantax Advisory Services in Port Charlotte, FL and has 1 year of experience in the finance industry.
Edward Evanouskas (CRD# 2339035) is an Investment Advisor Representative working at Elm Tree Capital Management LLC in Port Charlotte, FL and has over 12 years of experience in the finance industry.
Leslie Evans-Dunn (CRD# 1202645) is an Investment Advisor Representative working at Commonwealth Financial Network in Port Charlotte, FL and has over 25 years of experience in the finance industry.