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Distance Only Punta Gorda, FL
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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
Henry Tebben (CRD# 1010271) is an Investment Advisor Representative working at Veritas in Punta Gorda, FL and has over 42 years of experience in the finance industry.
Anthony Tee (CRD# 1690965) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 31 years of experience in the finance industry.
Robert Thwaites (CRD# 1135810) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Punta Gorda, FL and has over 30 years of experience in the finance industry.
Amber Weaver (CRD# 6873173) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 6 years of experience in the finance industry.
Stephen Wierhake (CRD# 1332844) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Punta Gorda, FL and has over 27 years of experience in the finance industry. Stephen Wierhake 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.
Janet Willingham (CRD# 1013092) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 32 years of experience in the finance industry.
Jennifer Wilson (CRD# 5994805) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 11 years of experience in the finance industry.
Ronald Wruck (CRD# 1899306) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Punta Gorda, FL and has over 35 years of experience in the finance industry.
Garrett Atkinson (CRD# 7423682) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has 1 year of experience in the finance industry.
Kristin Cardona (CRD# 7708242) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has 1 year of experience in the finance industry.