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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.
Steven Martinucci (CRD# 4126970) is an Investment Advisor Representative working at Primerica Advisors in Sarasota, FL and has over 24 years of experience in the finance industry.
Orion Marx (CRD# 2593912) is an Investment Advisor Representative working at Osaic Fa, Inc. in Sarasota, FL and has over 27 years of experience in the finance industry. Orion Marx 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.
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.
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.
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.
Michael McFarland (CRD# 1887424) is an Investment Advisor Representative working at Lpl Financial LLC in Punta Gorda, FL and has over 24 years of experience in the finance industry. Michael McFarland 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 43 years of experience in the finance industry.