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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
One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.
Thomas knew immediately that he needed to do something to prevent this tragedy from happening...
Timothy McManus (CRD# 4463894) is an Investment Advisor Representative working at Edward Jones in Port Saint Lucie, FL and has over 22 years of experience in the finance industry.
Shauna Price (CRD# 5890184) is an Investment Advisor Representative working at Paradigm Shift Financial, LLC in Port Saint Lucie, FL and has over 11 years of experience in the finance industry.
Robert Schepperle (CRD# 5578702) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Saint Lucie, FL and has over 15 years of experience in the finance industry.
Kathleen Small (CRD# 4866484) is an Investment Advisor Representative working at Avantax Advisory Services in Port Saint Lucie, FL and has over 19 years of experience in the finance industry. Kathleen Small 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.
Katherine Stienessen (CRD# 4039071) is an Investment Advisor Representative working at Motiv8 Investments LLC in Port Saint Lucie, FL and has over 24 years of experience in the finance industry.
Michael Terrio (CRD# 5453353) is an Investment Advisor Representative working at Motiv8 Investments LLC in Port Saint Lucie, FL and has over 15 years of experience in the finance industry.
Mark Valinote (CRD# 6134007) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Port Saint Lucie, FL and has over 11 years of experience in the finance industry.
Richard Worth (CRD# 1251519) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Port Saint Lucie, FL and has over 40 years of experience in the finance industry.
Callie Brooks (CRD# 7807448) is an Investment Advisor Representative working at &wealth Partners in Port Saint Lucie, FL and has 1 year of experience in the finance industry. Callie Brooks 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.
Mario Di Stefano (CRD# 6467411) is an Investment Advisor Representative working at Edward Jones in Port Saint Lucie, FL and has over 8 years of experience in the finance industry.