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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
John Cunningham (CRD# 6543551) is an Investment Advisor Representative working at Reality Financial Planning Services, LLC in Sarasota, FL and has over 8 years of experience in the finance industry. John Cunningham 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 Curtis (CRD# 1035990) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Punta Gorda, FL and has over 35 years of experience in the finance industry.
Evan Cutsinger (CRD# 2275482) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Englewood, FL and has over 13 years of experience in the finance industry.
Mounira Dadou (CRD# 6140170) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sarasota, FL and has over 8 years of experience in the finance industry.
Teresa Dailey (CRD# 4334432) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 8 years of experience in the finance industry.
Edward Dancek (CRD# 1930893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Punta Gorda, FL and has over 24 years of experience in the finance industry.
Gypsy Daniel (CRD# 4668710) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 11 years of experience in the finance industry.
James Danko (CRD# 3101788) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 25 years of experience in the finance industry.
Angela Davis (CRD# 2061725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 27 years of experience in the finance industry.
Logan Davis (CRD# 6555537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 8 years of experience in the finance industry.