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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
Angela Davis (CRD# 2061725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 27 years of experience in the finance industry.
John Davis (CRD# 2316852) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Bonita Springs, FL and has over 31 years of experience in the finance industry.
Logan Davis (CRD# 6555537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 8 years of experience in the finance industry.
Nicole Davison (CRD# 4554492) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cape Coral, FL and has over 21 years of experience in the finance industry.
Scott Demarais (CRD# 2708330) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 18 years of experience in the finance industry. Scott Demarais 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.
Richard Dempsey (CRD# 4270339) is an Investment Advisor Representative working at Edward Jones in Cape Coral, FL and has over 16 years of experience in the finance industry.
Jason Derosa (CRD# 6163158) is an Investment Advisor Representative working at Trifound Advisory LLC in Fort Myers, FL and has over 10 years of experience in the finance industry. Jason Derosa 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.
Carin Desimone (CRD# 3173429) is an Investment Advisor Representative working at Edelman Financial Engines in Fort Myers, FL and has over 25 years of experience in the finance industry.
Dennis Dewitt (CRD# 1316997) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Estero, FL and has over 39 years of experience in the finance industry.
Gregory Diamond (CRD# 4566369) is an Investment Advisor Representative working at Gcd Advisors, LLC in Fort Myers, FL and has over 21 years of experience in the finance industry.