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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
Keith Hower (CRD# 2605125) is an Investment Advisor Representative working at Lpl Financial LLC in Ave Maria, FL and has over 29 years of experience in the finance industry.
Steven West (CRD# 6760973) is an Investment Advisor Representative working at Edward Jones in Ave Maria, FL and has over 6 years of experience in the finance industry.
Ryan Stanislawski (CRD# 7781233) is an Investment Advisor Representative working at Edward Jones in Ave Maria, FL and has 1 year of experience in the finance industry.
Soren T. Christensen is the Founder and Chief Investment Officer of Advanced Investment Management®. Mr. Christensen has decades of experience in the financial services industry and he is a Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Financial Consultant® professional. As a result of achieving these designations, Soren has extensive investment analysis and management training. These accreditations also set and maintain high ethical standards, with rigorous enforcement. In recognition of his considerable training, knowledge, and expertise Soren has been...
Thomas Abood (CRD# 2305670) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Naples, FL and has over 31 years of experience in the finance industry.
Omar Alcazar (CRD# 6873629) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 6 years of experience in the finance industry.
Evan Alexander (CRD# 6510447) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has over 8 years of experience in the finance industry.
Jeffrey Allen (CRD# 4808940) is an Investment Advisor Representative working at Hightower Advisors, LLC in Naples, FL and has over 12 years of experience in the finance industry. Jeffrey Allen 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.
Benita Alstatt (CRD# 3115572) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Myers, FL and has over 20 years of experience in the finance industry.