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Distance Only Sarasota, 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
Michele Custer (CRD# 3055035) is an Investment Advisor Representative working at Morgan Stanley in Sarasota, FL and has over 21 years of experience in the finance industry.
Richard Czerniak (CRD# 2032774) is an Investment Advisor Representative working at Prince Asset Management, Inc. in Sarasota, FL and has over 34 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.
Steven Dahlquist (CRD# 59877) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sarasota, FL and has over 27 years of experience in the finance industry.
Dean Dancer (CRD# 3112880) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sarasota, FL and has over 25 years of experience in the finance industry.
Michael Dancer (CRD# 6487129) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sarasota, FL and has over 5 years of experience in the finance industry.
John Daniels (CRD# 1791709) is an Investment Advisor Representative working at Compass Financial Management LLC in Sarasota, FL and has over 32 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.
James Davenport (CRD# 5741283) is an Investment Advisor Representative working at Compass Financial Management LLC in Sarasota, FL and has over 14 years of experience in the finance industry. James Davenport 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.
Mark Davy (CRD# 1501447) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sarasota, FL and has over 38 years of experience in the finance industry.