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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
Fred Atlas (CRD# 3266751) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Sarasota, FL and has over 14 years of experience in the finance industry.
Adam Ausloos (CRD# 5963691) is an Investment Advisor Representative working at Adviceworks Wealth Advisors in Sarasota, FL and has over 11 years of experience in the finance industry.
Jules Axelrod (CRD# 2252035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 31 years of experience in the finance industry.
Juan Ayala (CRD# 5644306) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sarasota, FL and has over 6 years of experience in the finance industry.
Brian Babcock (CRD# 4344922) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 12 years of experience in the finance industry.
Keith Baier (CRD# 4403569) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Englewood, FL and has over 22 years of experience in the finance industry. Keith Baier 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.
Jerry Bainbridge (CRD# 1899496) is an Investment Advisor Representative working at J. L. Bainbridge & Company, Inc. in Sarasota, FL and has over 35 years of experience in the finance industry.
Wade Ballard (CRD# 6475508) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 8 years of experience in the finance industry.
Gregory Bangma (CRD# 4145539) is an Investment Advisor Representative working at Silver Lake Advisory, LLC in Holmes Beach, FL and has over 23 years of experience in the finance industry.
Rafal Baranski (CRD# 3269822) is an Investment Advisor Representative working at Rbf Capital Management, Inc. in Sarasota, FL and has over 24 years of experience in the finance industry.