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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
Steven Markovic (CRD# 1705195) is an Investment Advisor Representative working at Primerica Advisors in Port Charlotte, FL and has over 36 years of experience in the finance industry.
James Mashburn (CRD# 6991190) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 5 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.
Deanne Mathis (CRD# 2223232) is an Investment Advisor Representative working at Commonwealth Financial Network in Cape Coral, FL and has over 32 years of experience in the finance industry. Deanne Mathis 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 Maurillo (CRD# 1099047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Myers, FL and has over 41 years of experience in the finance industry.
Victor Mazzella (CRD# 2947250) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cape Coral, FL and has over 15 years of experience in the finance industry.
Sam Mazzotti (CRD# 2078671) is an Investment Advisor Representative working at Edward Jones in Cape Coral, FL and has over 29 years of experience in the finance industry.
David Mc Quade (CRD# 1597330) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Myers, FL and has over 36 years of experience in the finance industry.
Judith McCarthy (CRD# 2551625) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Myers, FL and has over 29 years of experience in the finance industry.
Daniel McConlogue (CRD# 3022121) is an Investment Advisor Representative working at Ritholtz Wealth Management in Fort Myers, FL and has over 26 years of experience in the finance industry.