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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
Patrick Tschosik (CRD# 2086570) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has 1 year of experience in the finance industry.
Thomas Tyler (CRD# 2534238) is an Investment Advisor Representative working at Fiduciary Consulting Group, Inc. in Venice, FL and has over 29 years of experience in the finance industry. Thomas Tyler 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.
John Waldron (CRD# 3268001) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Myers, FL and has over 24 years of experience in the finance industry.
Stephen Wanvig (CRD# 2187603) is an Investment Advisor Representative working at Wells Fargo Advisors in Venice, FL and has over 32 years of experience in the finance industry. Stephen Wanvig 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.
Amber Weaver (CRD# 6873173) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 6 years of experience in the finance industry.
Daniel Weiser (CRD# 5475147) is an Investment Advisor Representative working at Weiser Financial Group LLC in Venice, FL and has over 16 years of experience in the finance industry.
Kristie Wells (CRD# 6989615) is an Investment Advisor Representative working at Edward Jones in North Port, FL and has over 5 years of experience in the finance industry.
Stephen Wierhake (CRD# 1332844) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Punta Gorda, FL and has over 27 years of experience in the finance industry. Stephen Wierhake 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.
Dennis Williamson (CRD# 1386382) is an Investment Advisor Representative working at Wealth Management Advocates, LLC in Venice, FL and has over 38 years of experience in the finance industry.
Janet Willingham (CRD# 1013092) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 33 years of experience in the finance industry.