-
Distance Only Longboat Key, FL
-
COMPENSATION Either
-
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
Douglas Garback (CRD# 1890852) is an Investment Advisor Representative working at Prudential Financial Planning Services in Longboat Key, FL and has over 23 years of experience in the finance industry.
Stephen Golia (CRD# 5790903) is an Investment Advisor Representative working at St Golia Planning, LLC in Longboat Key, FL and has over 14 years of experience in the finance industry. Stephen Golia 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 Hammer (CRD# 2021640) is an Investment Advisor Representative working at Hammer And Company LLC in Longboat Key, FL and has over 20 years of experience in the finance industry.
Michelle Johnson (CRD# 6351992) is an Investment Advisor Representative working at Edward Jones in Longboat Key, FL and has over 9 years of experience in the finance industry.
Henry Kochan (CRD# 1622084) is an Investment Advisor Representative working at The Ameriflex Group in Longboat Key, FL and has over 26 years of experience in the finance industry.
Catherine Maniscalco Avery (CRD# 1427402) is an Investment Advisor Representative working at Caim LLC in Longboat Key, FL and has over 38 years of experience in the finance industry.
John McCarthy (CRD# 1867861) is an Investment Advisor Representative working at John T. Mccarthy, LLC in Longboat Key, FL and has 1 year of experience in the finance industry. John McCarthy 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.
Craig Meldahl (CRD# 331504) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Longboat Key, FL and has over 36 years of experience in the finance industry.
James Pappas (CRD# 2541034) is an Investment Advisor Representative working at James Pappas Investment Counsel LLC in Longboat Key, FL and has 1 year of experience in the finance industry.
Morton Potoff (CRD# 366337) is an Investment Advisor Representative working at Mjp Wealth Advisors in Longboat Key, FL and has over 41 years of experience in the finance industry.