-
Distance Metro area (25 miles)
-
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
Donald Clark (CRD# 6057554) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Naples, FL and has over 8 years of experience in the finance industry.
John Clark (CRD# 4880885) is an Investment Advisor Representative working at The Colony Group, LLC in Naples, FL and has over 17 years of experience in the finance industry. John Clark 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.
Heather Clegg (CRD# 5042864) is an Investment Advisor Representative working at Summit Financial, LLC in Naples, FL and has over 18 years of experience in the finance industry.
William Clegg (CRD# 3142804) is an Investment Advisor Representative working at Summit Financial, LLC in Naples, FL and has over 25 years of experience in the finance industry.
Tamara Clingan (CRD# 3271631) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has over 7 years of experience in the finance industry.
Erin Coakley (CRD# 4832031) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 8 years of experience in the finance industry.
Carrie Coats (CRD# 4049412) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Naples, FL and has over 22 years of experience in the finance industry.
Isaac Codrey (CRD# 5528949) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 15 years of experience in the finance industry.
Justine Coleman (CRD# 6202329) is an Investment Advisor Representative working at Pento Portfolio Strategies, LLC in Naples, FL and has over 11 years of experience in the finance industry.
Joseph Compitello (CRD# 4715445) is an Investment Advisor Representative working at Morgan Stanley in Naples, FL and has over 15 years of experience in the finance industry. Joseph Compitello 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.