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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
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.
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.
Henry Tebben (CRD# 1010271) is an Investment Advisor Representative working at Veritas in Punta Gorda, FL and has over 42 years of experience in the finance industry.
Anthony Tee (CRD# 1690965) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 31 years of experience in the finance industry.
Robert Thwaites (CRD# 1135810) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Punta Gorda, FL and has over 30 years of experience in the finance industry.
Bruce Vinion (CRD# 1908547) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Punta Gorda, FL and has over 35 years of experience in the finance industry.
Amber Weaver (CRD# 6873173) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 6 years of experience in the finance industry.