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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
Gregory Pacitti (CRD# 3258958) is an Investment Advisor Representative working at Ranch Capital Advisors Inc. in Sarasota, FL and has over 21 years of experience in the finance industry. Gregory Pacitti 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.
Michael Partee (CRD# 5239085) is an Investment Advisor Representative working at Avantax Advisory Services in Lakewood Ranch, FL and has over 15 years of experience in the finance industry. Michael Partee 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.
Richard Paul (CRD# 1603141) is an Investment Advisor Representative working at Potomac Advisors, Inc. in Lakewood Ranch, FL and has over 34 years of experience in the finance industry.
Glen Payne (CRD# 5877227) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 13 years of experience in the finance industry.
Dwight Pendola (CRD# 5419103) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 16 years of experience in the finance industry. Dwight Pendola 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.
Kristopher Phillips (CRD# 6065455) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Englewood, FL and has over 10 years of experience in the finance industry.
Frank Planes (CRD# 2134029) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sarasota, FL and has over 33 years of experience in the finance industry.
Ralph Platt (CRD# 2022209) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 30 years of experience in the finance industry.
Catherine Poole (CRD# 7055406) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 5 years of experience in the finance industry.
Vanya Popadiyna (CRD# 6532701) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 7 years of experience in the finance industry.