-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 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.
Jason Nichols (CRD# 5401068) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Lakewood Ranch, FL and has over 16 years of experience in the finance industry.
Sommer O'neil (CRD# 6258159) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Punta Gorda, FL and has over 8 years of experience in the finance industry.
Thaddeus Obecny (CRD# 3160849) is an Investment Advisor Representative working at Avantax Advisory Services in Punta Gorda, FL and has over 25 years of experience in the finance industry.
Craig Olson (CRD# 6593799) is an Investment Advisor Representative working at Edward Jones in North Port, FL and has over 8 years of experience in the finance industry.
Miguel Ortigao (CRD# 5768024) is an Investment Advisor Representative working at Avantax Advisory Services in Lakewood Ranch, FL and has over 13 years of experience in the finance industry. Miguel Ortigao 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.
David Ortiz (CRD# 2832023) is an Investment Advisor Representative working at The Financial Chef in Lakewood Ranch, FL and has over 27 years of experience in the finance industry.