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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
Victor Rodriguez (CRD# 2900010) is an Investment Advisor Representative working at Edward Jones in Bonita Springs, FL and has over 26 years of experience in the finance industry.
Christopher Scanlan (CRD# 7160146) is an Investment Advisor Representative working at Edward Jones in Bonita Springs, FL and has over 4 years of experience in the finance industry.
Cody Stahl (CRD# 6799206) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry.
Joseph Sullivan (CRD# 2829640) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry.
Robert Tornincaso (CRD# 1195100) is an Investment Advisor Representative working at Lpl Financial LLC in Bonita Springs, FL and has over 23 years of experience in the finance industry.
Mitchel Wise (CRD# 6330411) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 8 years of experience in the finance industry.
Thomas Bohanon (CRD# 7203322) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bonita Springs, FL and has over 3 years 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...
Albert Abdo (CRD# 6376918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Myers, FL and has over 9 years of experience in the finance industry.
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.