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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
David Korte (CRD# 4213303) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Spring Hill, FL and has over 23 years of experience in the finance industry.
John Legner (CRD# 1630807) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Spring Hill, FL and has over 37 years of experience in the finance industry.
Melisa Lloyd (CRD# 4735279) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Spring Hill, FL and has over 15 years of experience in the finance industry.
Ralph Loffredo (CRD# 1615459) is an Investment Advisor Representative working at Calton & Associates, Inc. in Spring Hill, FL and has over 29 years of experience in the finance industry.
Ryan McClelland (CRD# 3116046) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Spring Hill, FL and has over 17 years of experience in the finance industry. Ryan McClelland 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.
Carol McElroy (CRD# 4368765) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spring Hill, FL and has over 6 years of experience in the finance industry.
Jennifer Mongelluzzo (CRD# 6001463) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Spring Hill, FL and has over 10 years of experience in the finance industry.
James Palmiotto (CRD# 6712587) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Spring Hill, FL and has over 5 years of experience in the finance industry.
Javier Pascual Imbert (CRD# 2789824) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Spring Hill, FL and has over 10 years of experience in the finance industry.
Evan Price (CRD# 1448976) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Spring Hill, FL and has over 36 years of experience in the finance industry.