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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
Margaret Pagano (CRD# 4375080) is an Investment Advisor Representative working at Edward Jones in Trinity, FL and has over 5 years of experience in the finance industry.
Scott Papes (CRD# 1922023) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Trinity, FL and has over 35 years of experience in the finance industry.
Daniel Ramsey (CRD# 5271272) is an Investment Advisor Representative working at Lpl Financial LLC in Trinity, FL and has over 13 years of experience in the finance industry. Daniel Ramsey 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.
Nicolas Ranocchia (CRD# 6990623) is an Investment Advisor Representative working at Truvestments Capital LLC in Trinity, FL and has over 5 years of experience in the finance industry.
Brian Rockwell (CRD# 2307686) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Trinity, FL and has over 31 years of experience in the finance industry.
Julie Rockwell (CRD# 5872598) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Trinity, FL and has over 12 years of experience in the finance industry.
Shawn Rottink (CRD# 2957390) is an Investment Advisor Representative working at Edward Jones in Trinity, FL and has over 14 years of experience in the finance industry.
Chad Spencer (CRD# 3265084) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Trinity, FL and has over 24 years of experience in the finance industry.
Neil Tagaras (CRD# 3148311) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Trinity, FL and has over 25 years of experience in the finance industry.
Joshua Vilardi (CRD# 4710627) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Trinity, FL and has over 20 years of experience in the finance industry.