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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
Dorothea Cole (CRD# 3208277) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbia City, IN and has over 20 years of experience in the finance industry.
Michael Cox (CRD# 2724747) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Port Richey, FL and has over 27 years of experience in the finance industry. Michael Cox 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.
Joshua Green (CRD# 4970616) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Port Richey, FL and has over 13 years of experience in the finance industry.
Thomas Kehoe (CRD# 3004150) is an Investment Advisor Representative working at Avantax Advisory Services in New Port Richey, FL and has over 17 years of experience in the finance industry.
Desiree Kennedy (CRD# 6060216) is an Investment Advisor Representative working at Edward Jones in New Port Richey, FL and has over 11 years of experience in the finance industry.
Nicholas Manns (CRD# 6656061) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Port Richey, FL and has over 6 years of experience in the finance industry.
Cheryl McCarthy (CRD# 2618389) is an Investment Advisor Representative working at Commoncents Wealth Advisors, LLC in New Port Richey, FL and has over 19 years of experience in the finance industry.
Rudolf Molnar (CRD# 3211892) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Port Richey, FL and has over 18 years of experience in the finance industry. Rudolf Molnar 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.
Drew Nickle (CRD# 6792312) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Port Richey, FL and has over 5 years of experience in the finance industry.
Kenneth Ouellette (CRD# 2159537) is an Investment Advisor Representative working at Orca Wealth Management, LLC in New Port Richey, FL and has over 32 years of experience in the finance industry.