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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
Brian Pope (CRD# 5970760) is an Investment Advisor Representative working at Pope Wealth Management in Lakewood Ranch, FL and has over 12 years of experience in the finance industry. Brian Pope 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 Presley (CRD# 5911741) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 10 years of experience in the finance industry. Michael Presley 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.
Joni Rametta (CRD# 1394160) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Sarasota, FL and has over 38 years of experience in the finance industry. Joni Rametta 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.
Ivan Ramirez-Ramirez (CRD# 4886886) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lakewood Ranch, FL and has over 19 years of experience in the finance industry.
Timothy Raynor (CRD# 2627776) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 28 years of experience in the finance industry.
John Reynolds (CRD# 1221098) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arcadia, FL and has over 26 years of experience in the finance industry. John Reynolds 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.
Marshall Robinson (CRD# 4155703) 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.
Edwin Rodriguez (CRD# 402367) is an Investment Advisor Representative working at Captrust in Boca Grande, FL and has over 41 years of experience in the finance industry.
Charlotte Roper (CRD# 4710930) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Venice, FL and has over 20 years of experience in the finance industry.
John Ross (CRD# 1153120) is an Investment Advisor Representative working at Osaic Fa, Inc. in Punta Gorda, FL and has over 30 years of experience in the finance industry.