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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 Levin (CRD# 6721050) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 7 years of experience in the finance industry.
Cynthiea Locala (CRD# 2294625) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Osprey, FL and has over 23 years of experience in the finance industry. Cynthiea Locala 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.
Daniel Lodes (CRD# 4380342) is an Investment Advisor Representative working at Brokers Financial in Punta Gorda, FL and has over 23 years of experience in the finance industry.
John Lomba (CRD# 2334039) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakewood Ranch, FL and has over 31 years of experience in the finance industry.
Jeffrey Long (CRD# 2423714) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in North Port, FL and has over 30 years of experience in the finance industry.
Michael Long (CRD# 4857925) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 19 years of experience in the finance industry. Michael Long 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 Long (CRD# 856325) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 43 years of experience in the finance industry.
Michael Lonier (CRD# 6002163) is an Investment Advisor Representative working at The Financial Preserve At Lonier Financial Advisory LLC in Osprey, FL and has over 12 years of experience in the finance industry.
William Lord (CRD# 5451273) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has 1 year of experience in the finance industry.
Chad Loson (CRD# 5433871) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Myers, FL and has over 15 years of experience in the finance industry.