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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
Alina Cemitier (CRD# 5241128) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sarasota, FL and has over 16 years of experience in the finance industry.
Stephen Cetrulo (CRD# 1770056) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sarasota, FL and has over 32 years of experience in the finance industry.
Sheri Chaney (CRD# 2245568) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sarasota, FL and has over 14 years of experience in the finance industry.
William Chase (CRD# 2249917) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sarasota, FL and has over 25 years of experience in the finance industry.
William Chase (CRD# 6307248) is an Investment Advisor Representative working at Hbks Wealth Advisors in Sarasota, FL and has over 9 years of experience in the finance industry. William Chase 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.
Patricia Chevalier (CRD# 2088425) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sarasota, FL and has over 33 years of experience in the finance industry. Patricia Chevalier 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.
Richard Chojnacki (CRD# 4639414) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sarasota, FL and has over 21 years of experience in the finance industry.
Samuel Cione (CRD# 4149984) is an Investment Advisor Representative working at Integrity Wealth Management in Sarasota, FL and has over 20 years of experience in the finance industry.
Beckie Clark (CRD# 5147015) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sarasota, FL and has over 14 years of experience in the finance industry.
Heather Clark (CRD# 2164323) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 23 years of experience in the finance industry.