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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
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.
Kasie Maxey (CRD# 6443233) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 9 years of experience in the finance industry.
Kaleb McCarty (CRD# 6546250) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 8 years of experience in the finance industry.
Patrick McCaskill (CRD# 5836266) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bradenton, FL and has over 11 years of experience in the finance industry.
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.
Tyler McNiel (CRD# 6366888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 9 years of experience in the finance industry.
Michelle Meegan (CRD# 6327913) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradenton, FL and has over 7 years of experience in the finance industry.
James Meiron (CRD# 2405221) is an Investment Advisor Representative working at Synovus Securities, Inc. in Englewood, FL and has over 30 years of experience in the finance industry.
Daniel Mercado (CRD# 2428240) is an Investment Advisor Representative working at Schorn Wealth in Englewood, FL and has over 28 years of experience in the finance industry.
Deborah Meyer (CRD# 4563906) is an Investment Advisor Representative working at Worthynest LLC in Punta Gorda, FL and has over 17 years of experience in the finance industry. Deborah Meyer 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.