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Distance Only Punta Gorda, 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
Marshall Robinson (CRD# 4155703) is an Investment Advisor Representative working at Lpl Financial LLC in Punta Gorda, FL and has over 23 years of experience in the finance industry.
John Ross (CRD# 1153120) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Punta Gorda, FL and has over 30 years of experience in the finance industry.
Bradley Schott (CRD# 2124142) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Punta Gorda, FL and has over 33 years of experience in the finance industry.
Eric Schultz (CRD# 4014182) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 24 years of experience in the finance industry.
Stephen Serati (CRD# 1948223) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Punta Gorda, FL and has over 34 years of experience in the finance industry.
Samantha Somers (CRD# 5477145) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 7 years of experience in the finance industry.
Jill Spatola (CRD# 3002626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 25 years of experience in the finance industry.
Terry Stamper (CRD# 5953676) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 12 years of experience in the finance industry. Terry Stamper 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.
Joseph Tackaberry (CRD# 6421193) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 9 years of experience in the finance industry.
Oscar Tapia (CRD# 4203435) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Punta Gorda, FL and has over 21 years of experience in the finance industry.