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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
Judi Aber (CRD# 2700373) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 27 years of experience in the finance industry.
John Beane (CRD# 708562) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 44 years of experience in the finance industry. John Beane 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.
Thomas Bennett (CRD# 6484830) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Punta Gorda, FL and has over 8 years of experience in the finance industry.
Roy Borrego (CRD# 1630846) 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.
Carlos Candales (CRD# 2432432) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 27 years of experience in the finance industry.
Kara Cioffi (CRD# 5446138) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 14 years of experience in the finance industry.
Derek Collins (CRD# 6569621) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Punta Gorda, FL and has over 8 years of experience in the finance industry.
Adam Cummings (CRD# 6136999) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 11 years of experience in the finance industry.
Michael Curtis (CRD# 1035990) 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.
Edward Dancek (CRD# 1930893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Punta Gorda, FL and has over 24 years of experience in the finance industry.