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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
Allan Thiessen (CRD# 1107823) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 41 years of experience in the finance industry.
Owen Thiessen (CRD# 5080244) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 18 years of experience in the finance industry.
Thomas Trammell (CRD# 1003389) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 39 years of experience in the finance industry.
Thomas Tyler (CRD# 2534238) is an Investment Advisor Representative working at Fiduciary Consulting Group, Inc. in Venice, FL and has over 29 years of experience in the finance industry. Thomas Tyler 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.
Stephen Wanvig (CRD# 2187603) is an Investment Advisor Representative working at Wells Fargo Advisors in Venice, FL and has over 32 years of experience in the finance industry. Stephen Wanvig 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 Weiser (CRD# 5475147) is an Investment Advisor Representative working at Weiser Financial Group LLC in Venice, FL and has over 16 years of experience in the finance industry.
Dennis Williamson (CRD# 1386382) is an Investment Advisor Representative working at Wealth Management Advocates, LLC in Venice, FL and has over 38 years of experience in the finance industry.
Brian Young (CRD# 2819583) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Venice, FL and has over 27 years of experience in the finance industry. Brian Young 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.
Kale Youtzy (CRD# 7043512) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 5 years of experience in the finance industry.
Catherine Byrd (CRD# 6597098) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 8 years of experience in the finance industry.