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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
Kimberly Fuchs (CRD# 7393342) is an Investment Advisor Representative working at First Command Advisory Services in Bonita Springs, FL and has over 2 years of experience in the finance industry.
Julie Garber (CRD# 7554118) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bonita Springs, FL and has 1 year of experience in the finance industry. Julie Garber 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.
Jeffrey Leone (CRD# 5385949) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 14 years of experience in the finance industry.
Debra Lobello (CRD# 7335127) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Bonita Springs, FL and has over 2 years of experience in the finance industry.
Andres Macias (CRD# 5344881) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bonita Springs, FL and has 1 year of experience in the finance industry.
William McAlpin (CRD# 5595164) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Bonita Springs, FL and has over 15 years of experience in the finance industry.
Thomas Michalowski (CRD# 7284682) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 5 years of experience in the finance industry.
Anthony Nebbia (CRD# 7801739) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Bonita Springs, FL and has 1 year of experience in the finance industry.
Scott Nelson (CRD# 7736868) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has 1 year of experience in the finance industry.
Stephen Poll (CRD# 6782711) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bonita Springs, FL and has over 4 years of experience in the finance industry.