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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
Denise Bernardi (CRD# 1779824) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bonita Springs, FL and has over 30 years of experience in the finance industry.
Robert Bertog (CRD# 6547230) is an Investment Advisor Representative working at Wells Fargo Advisors in Bonita Springs, FL and has over 8 years of experience in the finance industry.
Glenn Black (CRD# 2757199) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fort Myers, FL and has over 19 years of experience in the finance industry.
Bryan Blackwell (CRD# 5486422) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Myers, FL and has over 16 years of experience in the finance industry.
Harold Blakeslee (CRD# 1501379) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Myers, FL and has over 25 years of experience in the finance industry.
Matthew Boehm (CRD# 4418029) is an Investment Advisor Representative working at Osaic Wealth, Inc. in North Ft. Myers, FL and has over 22 years of experience in the finance industry.
Leo Boisvert (CRD# 2265493) is an Investment Advisor Representative working at Commonwealth Financial Network in Fort Myers, FL and has over 31 years of experience in the finance industry.
George Bokios (CRD# 718774) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Fort Myers, FL and has over 38 years of experience in the finance industry.
Stephanie Bonillo (CRD# 4872029) is an Investment Advisor Representative working at Wells Fargo Advisors in Bonita Springs, FL and has over 19 years of experience in the finance industry.
James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Creative Planning in Marco Island, FL and has over 15 years of experience in the finance industry. James Boxma 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.