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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
Ronald Jones (CRD# 5189853) is an Investment Advisor Representative working at Primerica Advisors in Tierra Verde, FL and has over 11 years of experience in the finance industry.
Daniel Lowry (CRD# 1200483) is an Investment Advisor Representative working at Lowry Financial Services in Tierra Verde, FL and has over 38 years of experience in the finance industry.
David Pagliaro (CRD# 4101533) is an Investment Advisor Representative working at Russell Investments in Tierra Verde, FL and has over 22 years of experience in the finance industry.
Joseph Valz (CRD# 4324627) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tierra Verde, FL and has 1 year of experience in the finance industry. Joseph Valz 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.
Zachary Abbotoni (CRD# 6673621) is an Investment Advisor Representative working at Econologics Financial Advisors in Largo, FL and has over 7 years of experience in the finance industry.
Mark Abbott (CRD# 4691463) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 20 years of experience in the finance industry.
Peter Abbott (CRD# 5983189) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has over 12 years of experience in the finance industry.
Aiad Abdelshaheed (CRD# 6525251) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.
Jason Abeles (CRD# 4508553) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 21 years of experience in the finance industry.