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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
Michael Valdez (CRD# 1228543) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Tampa, FL and has over 23 years of experience in the finance industry. Michael Valdez 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.
Anne Atlas (CRD# 2211754) is an Investment Advisor Representative working at Russell Investments in Tampa, FL and has over 12 years of experience in the finance industry.
Duane Eatherly (CRD# 2837702) is an Investment Advisor Representative working at Sunrise Wealth Management, LLC in Tampa, FL and has over 21 years of experience in the finance industry.
Matthew Markowski (CRD# 3092149) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 19 years of experience in the finance industry. Matthew Markowski 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.
Clayton McKown (CRD# 5475303) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 9 years of experience in the finance industry. Clayton McKown 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.
Terence O'grady (CRD# 1628151) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 20 years of experience in the finance industry. Terence O'grady 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.
Robert Robbins (CRD# 2400380) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 24 years of experience in the finance industry.
Randall Vitale (CRD# 4501189) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 16 years of experience in the finance industry. Randall Vitale 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.
James Vondrak (CRD# 2633578) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 20 years of experience in the finance industry. James Vondrak 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.
Nicholas Wychocki (CRD# 4888857) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 11 years of experience in the finance industry. Nicholas Wychocki 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.