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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
Robert Adikes (CRD# 6929564) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dunedin, FL and has over 5 years of experience in the finance industry.
Brian Beck (CRD# 4446626) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Dunedin, FL and has over 22 years of experience in the finance industry.
Dan Bragg (CRD# 853700) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dunedin, FL and has over 42 years of experience in the finance industry.
Robert Brown (CRD# 2871060) is an Investment Advisor Representative working at Prudential Financial Planning Services in Dunedin, FL and has over 24 years of experience in the finance industry.
Steven Cass (CRD# 2352966) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Dunedin, FL and has over 30 years of experience in the finance industry. Steven Cass 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.
Eric Coyner (CRD# 5883077) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Dunedin, FL and has over 13 years of experience in the finance industry. Eric Coyner 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 Donoghue (CRD# 4683498) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dunedin, FL and has over 20 years of experience in the finance industry. James Donoghue 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.
Kevin Donoghue (CRD# 4216202) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dunedin, FL and has over 20 years of experience in the finance industry.
Joyce Heard (CRD# 2892786) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dunedin, FL and has over 18 years of experience in the finance industry.
Sharon Herman (CRD# 4477226) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Dunedin, FL and has over 22 years of experience in the finance industry.