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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
Mcfaddin Moise (CRD# 1086873) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Cape Coral, FL and has over 36 years of experience in the finance industry. Mcfaddin Moise 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.
Brian Montalbano (CRD# 2287402) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 31 years of experience in the finance industry.
Garth Moreau (CRD# 5480972) is an Investment Advisor Representative working at Oxenfree Financial in Bokeelia, FL and has over 16 years of experience in the finance industry.
John Murphy (CRD# 2240158) is an Investment Advisor Representative working at Somerset Group LLC in Boca Grande, FL and has 1 year of experience in the finance industry.
Steven Muse (CRD# 6415134) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 9 years of experience in the finance industry.
Wendy Namack (CRD# 2744729) is an Investment Advisor Representative working at Commonwealth Financial Network in Port Charlotte, FL and has over 27 years of experience in the finance industry. Wendy Namack 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.
Robert Nelson (CRD# 5699028) is an Investment Advisor Representative working at Edward Jones in North Port, FL and has over 14 years of experience in the finance industry.
Nicholas Nemec (CRD# 7069770) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 5 years of experience in the finance industry.
Jan Neptune (CRD# 6668857) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 6 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.