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Distance Only Venice, FL
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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 Long (CRD# 4857925) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 19 years of experience in the finance industry. Michael Long 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.
William Lord (CRD# 5451273) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has 1 year of experience in the finance industry.
Chad Lynn (CRD# 5958231) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 12 years of experience in the finance industry.
Nicholas Magero (CRD# 5504717) is an Investment Advisor Representative working at Wells Fargo Advisors in Venice, FL and has over 15 years of experience in the finance industry.
Dennis Makarewicz (CRD# 812070) is an Investment Advisor Representative working at First Security Capital Management LLC in Venice, FL and has over 15 years of experience in the finance industry.
Joseph Mastroianni (CRD# 4937142) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 18 years of experience in the finance industry.
Michael McDonald (CRD# 5152087) is an Investment Advisor Representative working at Fisher Investments in Venice, FL and has over 17 years of experience in the finance industry. Michael McDonald 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.
Jay McHargue (CRD# 729516) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 42 years of experience in the finance industry.
Douglas Newman (CRD# 704498) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 44 years of experience in the finance industry.
Vonda Nicol (CRD# 2821626) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has 1 year of experience in the finance industry.