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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 Iannone (CRD# 1038569) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sun City, FL and has over 21 years of experience in the finance industry.
Martin Brown (CRD# 2225008) is an Investment Advisor Representative working at Investment Advisors in Sun City, FL and has over 25 years of experience in the finance industry.
Matthew Bacchiochi (CRD# 6038980) is an Investment Advisor Representative working at Gavin Management Group, Inc. in Toronto, Ontario, and has over 20 years of experience in the finance industry.
Kimberly D. Overman (CRD# 1360183) is the CEO and an Investment Advisor Representative working at The Financial Well, Inc. in Tampa, FL and has over 29 years of experience in the financial services industry. Kimberly Overman 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 putclients' interests first and comply with the Financial...
Derek Pilecki (CRD# 2254221) is an Investment Advisor Representative working at Gator Capital Management, LLC in Tampa, FL and has 17 years of experience in the finance industry.
Thomas F. Roberts, CFP® (CRD# 5096826) is the owner and Financial Planner at A New Approach Financial Planning in Lakewood Ranch, FL. He has over 10 years of experience in the finance industry.
Thomas F. Roberts has taken additional exams to become a Certified Financial Planner (CFP®). Certified Financial Planner™ professionals must pass the comprehensive Certification Examination, meet the CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP® Board's Code of Ethics and Professional Responsibility, Rules of Conduct and the Financial Planning Practice Standards.
As a CFP® professional and Registered Investment Advisor with the State of Florida, he is a fiduciary and puts clients' interests first.
Gene Stern (CRD# 435562) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Saint Petersburg, FL and has over 30 years of experience in the finance industry.
Holly Thomas (CRD# 2973141) is an Investment Advisor Representative working at Holly P. Thomas, LLC in Tampa, FL and has 29 years of experience in the finance industry. Holly Thomas 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.
Holly...
David Bennett (CRD# 4761782) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Seminole, FL and has over 14 years of experience in the finance industry.
Rhonda Holifield (CRD# 4548912) is an Investment Advisor Representative working at Prosper Financial Advisers in Saint Petersburg, FL and has over 18 years of experience in the finance industry. Rhonda Holifield 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.