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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
Philip Artmann (CRD# 5093743) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Myers, FL and has over 17 years of experience in the finance industry.
Jeffrey Askins (CRD# 1378301) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 19 years of experience in the finance industry. Jeffrey Askins 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.
Edgar Atnip (CRD# 1694951) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Myers, FL and has over 30 years of experience in the finance industry.
Timothy Aumann (CRD# 4748247) is an Investment Advisor Representative working at Edward Jones in Fort Myers, FL and has over 20 years of experience in the finance industry. Timothy Aumann 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.
Keith Baier (CRD# 4403569) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Englewood, FL and has over 22 years of experience in the finance industry. Keith Baier 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.
Dennis Bares (CRD# 6123824) is an Investment Advisor Representative working at River Tree Capital Management in Bonita Springs, FL and has over 12 years of experience in the finance industry. Dennis Bares 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.
Charles Bartler (CRD# 842396) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bonita Springs, FL and has over 39 years of experience in the finance industry.
Jeffrey Basik (CRD# 1854916) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Myers, FL and has over 22 years of experience in the finance industry.
Jeffrey Bassett (CRD# 2445309) is an Investment Advisor Representative working at Lpl Financial LLC in Estero, FL and has over 30 years of experience in the finance industry.
Caroline Bauer (CRD# 5945132) is an Investment Advisor Representative working at Edward Jones in Fort Myers, FL and has over 12 years of experience in the finance industry.