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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
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.
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.
Janet Willingham (CRD# 1013092) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 32 years of experience in the finance industry.
Jennifer Wilson (CRD# 5994805) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 11 years of experience in the finance industry.
Ronald Wruck (CRD# 1899306) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Punta Gorda, FL and has over 35 years of experience in the finance industry.
Garrett Atkinson (CRD# 7423682) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has 1 year of experience in the finance industry.
Kristin Cardona (CRD# 7708242) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has 1 year of experience in the finance industry.
Alan Kotlarski (CRD# 7348575) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Punta Gorda, FL and has over 2 years of experience in the finance industry.
Rachel Layton (CRD# 7221047) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 3 years of experience in the finance industry.